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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED_RES | 2012-09-25 |
| CT | RA | APPROVED | 2009-10-23 |
Branch Locations
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 | Brookline | MA | 10/2009 | Present |
| Bank Of America, N.A. | Newton | MA | 07/2011 | Present |
I*78824FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: A. D.INVESTMENT RELATED: NOADDRESS OF BUSINESS: NEWTON, MASSACHUSETTS 02458POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 2/1/2015NUMBER OF HOURS DEVOTED: 10 HRS QTRLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REAL ESTATE RENTAL UNITI*: 2855278Entity Type: Rental Property Name of OBA: Rental Property 2Address: BROOKLINE, MA 02446Investment Related: NoPosition, Title, Association: Sole OwnerEmployee Start Date: 09/12/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 1 hr mthlyDuties: Sole Owner of rental property I*2886299 Entity Type: N/A Name of OBA: Rental Property 3 Address:BOSTON Massachusetts Investment Related:No Position, Title, Association:Sole owner Start Date:09/01/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-14 |
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