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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-29 |
| NY | RA | APPROVED | 2021-10-01 |
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
2301 Rosecrans Ave Investment Solutions Group, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muzinich Capital Llc | New York | NY | 08/2016 | 12/2018 |
| Muzinich & Co., Inc. | New York | NY | 08/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2019 | Present |
| Unemployed | New York | NY | 01/2018 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-18 |
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