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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| NY | RA | APPROVED | 2025-06-02 |
Branch Locations
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | New York | NY | 09/2006 | 03/2021 |
| First Citizens Investor Services | Raleigh | NC | 05/2021 | 06/2024 |
| First Citizens Bank | Raleigh | NC | 03/2021 | 06/2024 |
| First Citizens Asset Management | Raleigh | NC | 05/2021 | 06/2024 |
| Svb Wealth | Raleigh | NC | 03/2024 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2025 | Present |
| Unemployed | Allentown | NJ | 07/2024 | 03/2025 |
I*: 2396280Entity Type: For ProfitName of OBA: Shea Scarlet VenturesAddress: Allentown, NJInvestment Related: NoPosition, Title, Association: Owner/DirectorStart Date: 2/1/2025No Hours: 24 hrs annuallyNo Hours during trading: 0Duties: Manage LLC business + rental property I*: 2389342Entity Type: Rental propertyName: Rental Property 1Address: Holly Springs, NC 27540Position: OwnerStart Date: 12/5/2021Hours Devoted: 12 hours annually Hours Devoted during trading hours: 0Duties: Manage rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-15 |
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