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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2018-05-15 |
| TX | RA | APPROVED | 2005-04-05 |
| CT | RA | APPROVED | 2005-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | New Haven | CT | 11/2004 | Present |
| Bank Of America, N.A. | New Haven | CT | 07/2011 | Present |
I*519237, Entity Type: Entity Charitable, Name of OBA: Jewish Foundation of Greater New Haven, Inc, Address: Woodbridge, Connecticut 06525, Investment Related: Y, Position, Title, Association: Committee, Employee Start Date: 09/15/2021, No Hours: 1, No Hours during trading: 0, Duties: This is a non-profit organization that oversees and cultivates charitable gifts and giving. I will an Investment Committee Member, helping to advise on and oversee the endowment account I*: 2086278 Entity Type: Entity For Profit Name of OBA: KCLJ LLC Address: Dover, DE Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/05/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: single member owner of LLC which own an airplane
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-09 |
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