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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 07/2023 | Present |
| New York City Commission On Human Rights | New York | NY | 07/2012 | 08/2018 |
| Homemaking | Old Greenwich | CT | 09/2018 | 07/2023 |
| Bank Of America N.A. | Greenwich | CT | 09/2023 | Present |
I*2053265, Entity Type Fiduciary, Name of OBA: M Revocable Trust Address:New York, New York, 10017 Investment Related: No Position, Title, Association: Co-TrusteeEmployee Start Date: 18-Oct-2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: I*2989270Entity Type: N/AName of OBA: A.G.M. TTEE C.G. TTEE U/A DTD 08/07/2017Address:Old Grenwich ConnecticutInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:10/10/2025No Hours: 1 YearlyNo Hours during trading:0 YearlyDuties:Co-Trustee for Siblings I*3512271, Entity Type: , Name of OBA: A M Irrevocable Trust, Address: Old Greenwich, Connecticut, 06870, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-19 |
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