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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-03 |
| CT | RA | APPROVED | 2025-01-14 |
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 | Stamford | CT | 10/2022 | Present |
| New Canaan Ymca | New Canaan | CT | 08/2015 | 10/2022 |
| Darien Ymca | Darien | CT | 08/2015 | 09/2022 |
| Lapham Senior Center | New Canaan | CT | 06/2017 | 09/2022 |
| G Strong Fitness | Norwalk | CT | 05/2016 | 08/2022 |
Name of the other businessJ C Memorial Scholarship Trust Fund (irrevocable)Whether the business is investment-relatedNot investment related. I am the Trustee. My FAs help me manage the investments in the fund.Address of the other business: Norwalk, CT 06854Nature of the other businessThis is a Trust Fund for my children's educationYour positionTrusteeTitle, or relationship with the other businessTrusteeStart date of your relationship05/05/2019Approximate number of hours/month you devote to the other business1 -2 hours month Number of hours you devote to the other business during securities trading hours1 hour a monthBriefly describe your duties relating to the other businessAs trustee, I take distributions from the trust to cover college expenses for the beneficiaries. The trust will cover tuition for 2 children in college. I*3129266 Entity Type: N/A Name of OBA: GINGER CORBETT TTEE PAUL J BAMATTER TTEE U/A DTD 05/05/2019 Address: norwalk, Connecticut Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/05/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Trustee for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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