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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Providence | RI | 12/2008 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 01/2026 | Present |
| Bank Of America, N.A. | Providence | RI | 03/2026 | Present |
1) Social Enterprise Greenhouse/ Category-Company/ Principal Business Activity-segreenhouse.org/ Role -Member of a committee with management / supervisor functions/ Duty- I will be a member of the Loan Committee -- in which young entrepreneurs seek financing for their socially-impactful businesses. Loan sizes are very small, typically not exceeding 20,000 USD./ Comp-No 2) Manfredo Boxing Sports & Fitness, I coach a boxing instruction & fitness class, start date-5/23/2022, Rhode IslandUnited States-02917.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-30 |
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