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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-22 |
| CT | RA | APPROVED | 2015-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Wellesley Hills | MA | 12/2014 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 05/2015 | Present |
I*78001 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: V5 PARTNERS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS 2109 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/1/2014 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NATURE: OWNERSHIP OF REAL ESTATE FOR RENTAL PURPOSES RESPONSIBILITY: GENERAL DUTIES E.G. PROPERTY GENERAL UPKEEP, LEASING AND RENT CHECK COLLECTION I*121199 For profit or not for profit: For-Profit Organization Name of outside business organization: Jato Lena Partners LLC Investment related: N Address of business: Boston, Massachusetts 2109 Nature of business: LLC, Position, title, association: Other, Partner Start date of relationship: 2/11/2019 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Nature: Family LLC established for the ownership of real estate for rental purposes. My sister and I co-own the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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