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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-25 |
| VT | RA | APPROVED | 2021-04-07 |
| CT | RA | APPROVED | 2019-02-07 |
Branch Locations
300 Broadhollow Rd, Melville, NY 11747 • United States
One Bryant Park, New York, NY 10036 • United States
Rowayton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 01/2019 | Present |
| Fiduciary Trust Company International | New York | NY | 09/2016 | 01/2019 |
I*: Entity Type: Charitable Name of outside business organization: Sound Waters Investment related: No Address of business: Stamford, CT 06902 Position, title, association: Board member Start date of relationship: 12/1/2019 Number of hours devoted monthly: 3 hrs Number of hours devoted monthly during trading hours: 0 Duties: On the development committee I*: 1949261 Entity Type: Charitable Name of OBA: Young President's Organization Address: Irving, Texas 75062 Investment Related: No Position, Title, Association: Committee, Board Member, Other Employee Start Date: 09/07/2024 No Hours: 5 Monthly No Hours during trading: 3 Duties: Young President's Organization is a forum of business owners, corporate executives, and non profit heads to discuss impact and challenges within the various industries
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-18 |
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
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