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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 | 2012-07-12 |
| CT | RA | APPROVED | 2012-05-08 |
Branch Locations
50 Route 111, Smithtown, NY 11787 • United States
St James, NY • United States
2 disclosure categories 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 | Smithtown | NY | 03/2012 | Present |
| Bank Of America, N.A. | Smithtown | NY | 05/2012 | Present |
I*70207For profit or not for profit: For-Profit OrganizationName of outside business organization: Sachem Hill LLCInvestment related: YAddress of business:St. James, New York 11780Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 12/10/2013Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Private LLC formed to invest in residential real estate. I provide 100% of the financing. I*2601262, Entity Type: Entity For Profit, Name of OBA: Lingzhi Hale LLC, Address: Kealakekua, Hawaii, 96750, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 02/27/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Residential Property with an apartment that will generate rental income. The house is located in Kealakekua, HI. I have a step daughter who lives in the house and will manage the apartment. I have 75% ownership and A S has 25% ownership in the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-12 |
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