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730 Third Ave, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-21 |
| NY | RA | APPROVED | 2026-04-21 |
Branch Locations
730 Third Avenue Hub, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | New York | NY | 06/2007 | 03/2023 |
| Tiaa | New York | NY | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 04/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2007 | 03/2023 |
| Tiaa Wealth Investment Management Llc | New York | NY | 04/2026 | Present |
STEVENS INSTITUTE OF TECHNOLOGY POSITION: On the Board of Advisors NATURE: Higher Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2018 ADDRESS: 1 Castle Point Terrace,, Hoboken NJ 07030, United States DESCRIPTION: I am on the Finance Programs Board of Advisors for Stevens Institute of Technology. We have meetings with the dean and professors a couple of times a year to discuss curriculum, student careers etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-23 |
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