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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 10/2010 | Present |
| Bank Of America,Na | Westborough | MA | 10/2010 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOSTON HARBOR ANGELS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: BRIGHTON, MASSACHUSETTS 2135 POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 2/4/2013 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: POTENTIAL PRIVATE EQUITY INVESTOR, PARTICIPATE AS MEMBER, BUILD RELATIONSHIPS WITH MEMBERS OF THE ENTREPRENEURIAL COMMUNITY I*557355 For profit or not for profit: Entity For Profit Name of outside business organization: Burdick LLC Investment related: N Address of business: Bridgton, Maine, 04009 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/25/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Inherited garage/warehouse from parents in Bridgton, Maine. A few vehicles, antique and modern are stored there as part of long term agreements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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