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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-04-24 |
Branch Locations
1 Gorham Island Rd, Westport, CT 06880 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Rye Brook | NY | 04/2016 | 03/2017 |
| Park Avenue Securities | Rye Brook | NY | 06/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 04/2017 | Present |
| Bank Of America, N.A. | Stamford | CT | 04/2017 | Present |
I*4836289, Entity Type: , Name of OBA: Country Club of Darien, Address: Darien, Connecticut, 06820, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 06/01/2026, No Hours: 24 Monthly, No Hours during Trading: 4 Monthly, Duties: help decide what social events we have at the club and help run the swim team in July Country Club - go to pool, play golf, dine, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-13 |
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