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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2010-11-04 |
Branch Locations
92 Ames St, Cambridge, MA 02142 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 04/2000 | Present |
| Bank Of America, N.A. | Boston | MA | 08/2009 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ACTING AS TRUSTEE FOR A FAMILY MEMBERINVESTMENT RELATED: YADDRESS OF BUSINESS: NEEDHAM, MASSACHUSETTS POSITION, TITLE, ASSOCIATION: TRUSTEESTART DATE OF RELATIONSHIP: 7/13/2009NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: ACTING AS TRUSTEE FOR A FAMILY MEMBERFOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MASSTRANINVESTMENT RELATED: NADDRESS OF BUSINESS: DANVERS, MASSACHUSETTS POSITION, TITLE, ASSOCIATION: MANAGING MEMBER, START DATE OF RELATIONSHIP: 12/10/2012NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: COMPANY IS AN S-CORP. PARENT IS SOLE OWNER. DUTIES WILL BE GENERAL CONSULTING, NON-INVESTMENT RELATEDI*90335FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: COMMERCIAL STREETINVESTMENT RELATED: YADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: TRUSTEESTART DATE OF RELATIONSHIP: 2/2/2016NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PRESIDENT OF CONDO ASSOCIATIONI*90336FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: COMMERCIAL STREETINVESTMENT RELATED: YADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS NATURE OF BUSINESS: SOLE PROPRIETORSHIPPOSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 2/1/2016NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTYI*: 1758333Entity Type: Entity For ProfitName of OBA: MEEL, LLCAddress: Hollywood, FLInvestment Related: NoPosition, Title, Association: OtherEmployee Start Date: 05/14/2014Number of Hours: 0Number of Hours during trading: 0 Duties: My parents Mark and Esther own an investment property in this LLC. I am strictly for helping them with signing documents if necessary.I*: 1758335Entity Type: Entity For ProfitName of OBA: EMFA, LLCAddress: Needham, MAInvestment Related: NoPosition, Title, Association: OtherEmployee Start Date: 12/09/2019Number of Hours: 0Number of Hours during trading: 0 Duties: This is an LLC owned by parents, I am the manager for the LLC for strictly signing purposes if they need. EMFA - my folks own a home 50/50. I am manager on it for for continuity purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
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