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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc. | Boston | MA | 06/2015 | 03/2024 |
| Bernstein Institutional Services Llc | Boston | MA | 03/2024 | 10/2024 |
| Rbc Capital Markets, Llc | Wellesley | MA | 11/2024 | Present |
| City National Bank | Wellesley | MA | 02/2025 | Present |
NAME OF ENTITY: St. Jude Children's Research Hospital, Inc. ADDRESS: 313 Washington Street, Suite #310, Newton, MA 02458 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Not For Profit START DATE: 01/01/2018 CAPACITY: Committee/Council Member DUTIES: I serve on the Boston event committee for Toast to St. Jude, an annual event that gathers young professionals together to fundraise for St. Jude Children's Research Hospital HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-01 |
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