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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boston | MA | 05/2007 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2025 | Present |
I*4832281, Entity Type: Fiduciary role Name of OBA: R G M, Address: Watertown, Massachusetts, 02472, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/07/2026, No Hours: 4 Monthly, No Hours during Trading: 0, Duties: POA/Child/Grandchild I*4832280 Entity Type: Fiduciary role Name of OBA: R. G, M. Address: Watertown, Massachusetts, 2472 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/06/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild, Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-27 |
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