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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
| NJ | RA | APPROVED | 2021-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oasis Outsourcing | New York | NY | 01/2016 | 01/2017 |
| Msi Financial Services Inc | New York | NY | 01/2017 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | New York | NY | 01/2017 | 11/2021 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | NJ | 11/2021 | Present |
| Fortis Lux Financial | New York | NY | 01/2016 | 11/2021 |
I*1560266 For profit or not for profit: Name of outside business organization: MassMutual Investment related: No Address of business: New York, NY Position, title, association: Former employee Start date of relationship: 01/2017 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Former Employer that pays vested trails for business placed previously prior to my employment at Merrill Lynch. I*: 2257275 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Jersey City, NJ 07302 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 9/15/2025 Number of Hours: 1.5 hrs mthly Number of Hours during trading: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-30 |
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