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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_RES | 2018-08-15 |
| UT | RA | APPROVED | 2016-01-20 |
| NJ | RA | APPROVED | 2015-06-08 |
Branch Locations
1325 Franklin Ave, Garden City, NY 11530 • United States
Park City, UT • United States
60 E South Temple St, Salt Lake City, UT 84111 • 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 | Garden City | NY | 05/2015 | Present |
| Bank Of America, N.A. | Garden City | NY | 08/2015 | Present |
I*1635262, Entity Type: Entity For Profit, Name of OBA: JJM Legacy Foundation, inc., Address: Park City, UTAH 84098, Investment Related: N, Position, Title, Association: Participant, Employee Start Date: 12/18/2023, No Hours: 0, No Hours during trading: 0, Duties: I would educate the board on types of cash flow instruments available for their working scholarship fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-03 |
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