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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2013-01-28 |
| TX | RA | APPROVED | 2013-01-25 |
Branch Locations
108 N Front St, Kingston, NY 12401 • United States
Myrtle Beach, SC • 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 | Kingston | NY | 11/1985 | Present |
| Bank Of America, N.A. | Kingston | NY | 05/2011 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 411 31ST AVENUE NORTH, CARDINAL TOWNHOUSES #11 MYRTLE BEACH, SOUTH CAROLINA 29577 6.POSITION, TITLE, ASSOCIATION: OWNER, 7.START DATE OF RELATIONSHIP: 6/24/2010 8.NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 10.DUTIES: WE PURCHASED A VACATION HOME AND IT WAS RENTED WHEN WE PURCHASED IT SO WE RETAINED THE TENANT TO PAY THE MORTGAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-14 |
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