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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-08-11 |
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2014-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2002 | Present |
| Bank Of America, N.A. | New York | NY | 04/2014 | Present |
I*135488For profit or not for profit: For-Profit OrganizationName of outside business organization: Uber TechnologiesInvestment related: NAddress of businessSan Francisco, California 94103Nature of business: Other,Independent ContractorPosition, title, association: Other, independent contractorStart date of relationship: 1/16/2021Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: This will be weekend food delivery with my son. It is independent employment with no required hours or permanent commitmentI*1440261For profit or not for profit: Name of outside business organization: Huntington UFSDInvestment related: NAddress of business: Huntington Station, New York, 11746, United StatesNature of business: ["School, College or University"]Position, title, association: ["Other"], Start date of relationship: 10/16/2023Number of hours devoted: 10 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Coach, Adult Soccer clinic I*3184351 Entity Type: Entity For Profit Name of OBA: MAPs Card Vault LLC Address: Huntington, New York, 11743 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/19/2025 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: I sell sports trading cards and related collectibles from my personal collection through online marketplaces such as eBay and CollX. This activity is done independently, not related to my role and is conducted outside of business hours. It is a small-scale hobby sales activity involving buying/selling physical collectibles. Listing items for sale, packaging and shipping sold items and managing basic hobby level inventory.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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