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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-05 |
| CT | RA | APPROVED | 2018-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services | Fairfax | VA | 10/2014 | 07/2017 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 05/2018 | Present |
| Refried Tees | New Bedford | MA | 08/2017 | 05/2018 |
I*4809271, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Instacart, Address: ridgefield, Connecticut, 06877, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 07/18/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: grocery shopping and delivery, shopping delivery service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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