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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
| CT | RA | APPROVED | 2021-07-26 |
Branch Locations
222 Rosewood Drive Suite 510, Danvers, MA 01923-4519 • United States
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
Winthrop, MA • United States
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 | Peabody | MA | 08/1986 | 07/2021 |
| Bank Of America,N.A. | Burlington | MA | 06/2011 | 07/2021 |
| Rbc Capital Markets, Llc | Danvers | MA | 07/2021 | Present |
| City National Bank | Danvers | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-18 |
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