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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-28 |
| CT | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2015-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 11/2008 | Present |
| Bank Of America,N.A. | Westborough | MA | 06/2011 | Present |
I*1020317Entity Type: Rental Property Name of OBA: Rental Property 1 Address: New Shoreham, RI Investment Related: No Position, Title, Association: Sole owner Employee Start Date:7/1/2022 No Hours: 1 hr mthly Hours during trading: 0 Duties: Owner of rental property I*1702302, Entity Type: Rental Property Name of OBA: Rental Property 3, Address: New Shoreham, RI 02807, Investment Related: No Position, Title, Association: Sole owner, Employee Start Date:04/15/2024 Hours: 3 hrs annually Hours during trading: 0 Duties: Owner of rental property I*2797286, Entity Type: Rental Property Name of OBA: Rental Property 4, Address: Narragansett , Rhode Island, 02882, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee State Date: 09/02/2025, No Hours: 1 hr Mthly, No Hours during Trading: 0 Monthly, Duties: Co-owner of rental property I*: 1238253 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Boston, MA 02114 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/01/2023 Number of Hours: 3 hrs annually Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-19 |
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