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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 |
| NJ | RA | APPROVED | 2006-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southhampton | NY | 09/2006 | Present |
| Bank Of America, Na | Southampton | NY | 12/2009 | Present |
I*2056277, Entity Type Fiduciary, Name of OBA: S W M EXEC EST OF A Q M JR Address: East Hampton, New York, 11937 Investment Related: No Position, Title, Association: Executor Employee Start Date: 21-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties: I*: 2259305 Entity Type: Business or Industry Organization Name of OBA: Huntington Crescent Club Address: Huntington, NY 11743 Investment Related: No Position, Title, Association: Employee Employee Start Date: 4/12/2025 Number of Hours: 6 hrs wkly Number of Hours during trading: 0 Duties: Earning extra income as a golf caddy on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-13 |
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