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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-30 |
| CT | RA | APPROVED | 2017-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axial Financial Group | Burlington | MA | 06/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 05/2017 | Present |
| Bank Of America, N.A. | Westborough | MA | 07/2017 | Present |
I*1363282 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
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