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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-15 |
| CT | RA | APPROVED | 2018-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bridgewater | MA | 10/2016 | 02/2018 |
| New York Life Insurance Co | Bridgewater | MA | 05/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 02/2018 | Present |
| Bank Of America, N.A. | Hingham | MA | 06/2018 | Present |
I*469379 For profit or not for profit: Entity Governmental Name of outside business organization: Community Preservation Committee, Town of Randolph Investment related: N Address of business: Randolph, Massachusetts, 02368 Nature of business: ["Civic League or Social Welfare Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 8/16/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Deliberate and vote on use of CPC Funds To serve my community. Present residents POV.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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