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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
| CT | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 12/2019 | Present |
| The Advocator Group | Wakefield | MA | 08/2016 | 11/2019 |
| Bank Of America, N.A. | Newton | MA | 03/2023 | Present |
North Shore Flag Football, Inc. Not Investment Related 100 Cummings Center #224G Beverly, MA 01915 Flag Football business or Sports League Referee (No Title other than Referee) 04/2021 Apx 30 hrs a month 0 hrs devoted during securities trading hours I facilitate the setup of fields and operation flag games for different cities/leagues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
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