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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2070 Broadway, New York, NY 10023-2802 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2021 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2020 | 08/2020 |
| Rci Hospitality Holdings | New York | NY | 01/2019 | 03/2020 |
| D&D Hospitality Group | New York | NY | 09/2018 | 02/2019 |
| Print Restaurant | New York | NY | 08/2017 | 09/2018 |
| In Good Company Hospitality Group | New York | NY | 10/2016 | 09/2017 |
| Pig & Whistle | New York | NY | 09/2015 | 10/2016 |
| Procam New York | New York | NY | 06/2017 | 12/2017 |
| Columbia University | New York | NY | 05/2018 | 04/2021 |
| Bank Of America, N.A. | New York | NY | 11/2021 | 04/2023 |
| Fidelity Investments | New York | NY | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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