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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
100 West Putnam Avenue 2Nd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates | Westport | CT | 11/2020 | 06/2021 |
| Tamara Mellon | New York | NY | 10/2020 | 03/2022 |
| Actors' Equity | New York | NY | 10/2017 | 03/2022 |
| Sag-Aftra | New York | NY | 10/2016 | 03/2022 |
| Agma | New York | NY | 03/2013 | 03/2022 |
| The Winter Show | New York | NY | 01/2020 | 02/2020 |
| The Winter Show | New York | NY | 01/2019 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2021 | 03/2022 |
| David Lerner Associates | Westport | CT | 11/2020 | 06/2021 |
| Cast & Crew Talent Services | New York | NY | 10/2017 | 10/2017 |
| B-T-L Payrolls Llc | New York | NY | 05/2019 | 05/2019 |
| Cast & Crew Talent Services | New York | NY | 08/2019 | 07/2021 |
| Morgan Stanley | Greenwich | CT | 04/2022 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 08/2023 | 05/2024 |
| Unemployed | Rye | NY | 03/2022 | 04/2022 |
| Bank Of America, N.A. | Greenwich | CT | 09/2023 | 05/2024 |
| Ubs Financial Services Inc | Greenwich | CT | 05/2024 | Present |
I*1458262 For profit or not for profit: Name of outside business organization: SAG-AFTRA Investment related: N Address of business: New York, New York, 10023, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 5/13/2024 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I am a dues-paying member who will occasionally work as an actress and model., SAG-AFTRA is a union which represents performers in the entertainment industry, such as TV personalities, actors/actresses, musicians, radio broadcasters, musicians, and dancers. I am a dues-paying member in good standing and still work as an actress, model, and singer (please note that this would be on weekends or that I would request time off if need be; this would not affect my commitment with Merrill). I*1458263 For profit or not for profit: Name of outside business organization: Actors' Equity Association Investment related: N Address of business: New York, New York, 10036, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 5/13/2024 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I am a dues-paying member of this union who will book occasional work as an actress., Actors' Equity Association (AEA) is a union which represents theatre performers and musicians. I am a dues-paying member who will occasionally book work as an actress. I*1458265 For profit or not for profit: Entity For Profit Name of outside business organization: Tamara Mellon Investment related: N Address of business: Los Angeles, California, 90048, United States Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 7/19/2024 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Personal Shopper - recommend merchandise to customers based on their needs., Tamara Mellon is a women's luxury brand which sells shoes and handbags. As a Personal Shopper, I would provide advice as to which merchandise best suits the customer's needs. Position is remote. I*1459266 For profit or not for profit: Name of outside business organization: American Guild of Musical Artists Investment related: N Address of business: New York, New York, 10001, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship:5/13/2024 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I am a dues-paying member of this union who will occasionally work as an opera singer., AGMA is a union which represents classical musicians and performers. I am a dues-paying member of this union and have been in good standing since 2013, as my background is in classical music (opera singer). Snif,NYUnited States11249,snif.co,CompanyRetailers (Apparel, Food, General)Snif sells laundry detergent, fine fragrances, candles, and body mists.OtherBrand AmbassadorI will be receiving perfumes via regular mail to try in exchange for product reviews., Start date -8/11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-16 |
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