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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-08-21 |
| VT | RA | APPROVED | 2007-08-21 |
Branch Locations
60 Lake St, Burlington, VT 05401 • United States
Edgartown , MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Burlington | VT | 08/2007 | Present |
| Bank Of America, N.A. | Burlington | VT | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-25 |
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