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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
| CT | RA | APPROVED | 2022-05-26 |
Branch Locations
300 Broadhollow Rd, Melville, NY 11747 • United States
225 Memorial Ave, West Springfield, MA 01089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Brooklyn | NY | 11/2013 | 11/2019 |
| New York United States National Guard | New York | NY | 05/2018 | Present |
| Axa Advisors Llc | New York | NY | 12/2019 | 05/2020 |
| Unemployed | Brooklyn | NY | 05/2020 | 11/2020 |
| American Income Life Insurance Fisher Agency | Huntington | MA | 11/2020 | 01/2021 |
| Keybank | West Springfield | MA | 01/2021 | 01/2022 |
| Key Investment Services Llc | West Springfield | MA | 03/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MA | 01/2022 | Present |
| Bank Of America, N.A. | Springfield | MA | 01/2022 | Present |
I*706235, Entity Type: For Profit, Name of OBA: US Army - National Guard, Address: Whitestone, New York 11357, Investment Related: N, Position, Title, Association: US Finance Officer - Soldier, Employee Start Date: 02/26/2022, No Hours: 20, No Hours during trading: 8, Duties: I am the Detachment XO in charge of 30 Soldiers. I*5345319, Entity Type: , Name of OBA: Rental Property - 12-Aug-26 - 1, Address: Westfield, Massachusetts, 01085, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 09/01/2026, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-13 |
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