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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 09/2022 |
| Oshen Inc. | Quincy, Ma | MA | 06/2017 | 06/2018 |
| State Street Corp. | Boston | MA | 08/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith | Boston | MA | 09/2022 | Present |
| Bank Of America, N.A. | Boston | MA | 12/2022 | Present |
I*2068266, Entity Type Fiduciary, Name of OBA: The J Family Trust Address: Westford, Massachusetts, 01886 Investment Related: Yes Position, Title, Association: Successor Trustee Employee Start Date: 29/Oct/2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
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