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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2014-07-15 |
| CT | RA | APPROVED | 2014-06-10 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2011 | Present |
| Bank Of America, N.A. | Pittsford | NY | 05/2011 | Present |
I*469383 For profit or not for profit: Entity Governmental Name of outside business organization: Victor Conservation Board Investment related: N Address of business: Victor, New York, 14564 Nature of business: ["Governmental Organization"] Position, title, association: , Start date of relationship: 2/27/2018 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Advisory Board to the Victor, NY Planning Board attend 2 mweetings per month. Review building prop
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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