Brandon H Place

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-10-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2017	02/2021
One To One Group	Boston	MA	06/2017	08/2017
Denison University	Granville	OH	08/2013	05/2017
Denison University	Granville	OH	08/2013	05/2017
Bank Of America, N.A.	New York	NY	03/2018	02/2021
Morgan Stanley Smith Barney Llc	New York	NY	02/2021	10/2023
Morgan Stanley Private Bank, N.A	New York	NY	03/2021	10/2023
Onyx Bridge Wealth Group	Tarrytown	NY	10/2023	Present

08/2017 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2017 → 08/2017

One To One Group

Boston, MA
08/2013 → 05/2017

Denison University

Granville, OH
08/2013 → 05/2017

Denison University

Granville, OH
03/2018 → 02/2021

Bank Of America, N.A.

New York, NY
02/2021 → 10/2023

Morgan Stanley Smith Barney Llc

New York, NY
03/2021 → 10/2023

Morgan Stanley Private Bank, N.A

New York, NY
10/2023 → Present

Onyx Bridge Wealth Group

Tarrytown, NY

1) Mem; Business Development - Part Time; Not investment related; Start Date 2/2024; 40 hours per month, not during business hours; Location: CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-17

Other Firms