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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-28 |
| NH | RA | APPROVED | 2013-06-14 |
| FL | RA | APPROVED | 2010-01-21 |
| VT | RA | APPROVED | 2000-11-01 |
Branch Locations
100 Market St, Portsmouth, NH 03801 • United States
Naples, FL • 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 | Burlington | VT | 08/1986 | Present |
| Bank Of America,Na | Burlington | VT | 12/2009 | Present |
I*: 2234281Entity Type: For ProfitName of OBA: Hillside Farm NHAddress: Kensington, NH 03833Investment Related: NoPosition, Title, Association: OfficerEmployee Start Date: 03/10/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 2 hrs wkly Duties: Mostly we will use contract labor to perform most tasks. Occasionally I will have to pay bills. I*4654308 Entity Type: N/A Name of OBA: Rental Property - 03-Jun-26 - 1 Address: manchester, Vermont, 05254 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/03/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-14 |
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