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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| CT | RA | APPROVED | 2018-10-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Andover | MA | 02/2016 | Present |
| Bank Of America, N.A. | Andover | MA | 02/2016 | Present |
I*973404, Name of OBA: Rental Property 1 Address: Havherill, MA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 10/31/2022 No Hours: 5 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-06 |
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