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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-12 |
| CT | RA | APPROVED | 2021-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2016 | 07/2017 |
| Mml Distributors Llc | Boston | MA | 02/2016 | 07/2017 |
| Santander Bank, Na | Boston | MA | 08/2017 | 11/2019 |
| Santander Securities, Llc | Dorchester | MA | 08/2017 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Roxbury | MA | 11/2019 | Present |
| Bank Of America, N.A. | West Roxbury | MA | 11/2019 | Present |
I*1785256, Entity Type Entity Charitable, Name of OBA: Temple Emunah Inc. Address: Lexington, Massachusetts, 02421 Investment Related: Yes Position, Title, Association: Treasurer Employee Start Date: 05/01/2024 No Hours:2 Weekly No Hours during trading:0 Duties: This is a non profit religious 503c organization. I will be the treasurer. My responsibilities will be to sign checks, attend monthly board meetings wire money from temple account to temple account, update board on revenues and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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