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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| CT | RA | APPROVED | 2024-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waltham | MA | 08/2022 | Present |
| Northwestern Mutual | Wellesley | MA | 12/2020 | 06/2022 |
| Cambridge Landscape | Cambridge | MA | 06/2016 | 08/2022 |
| Ptc | Boston | MA | 05/2020 | 12/2020 |
| Framingham High School | Framingham | MA | 08/2016 | 05/2018 |
| Quinnipiac University | Hamden | CT | 08/2018 | 05/2022 |
| Quinnipiac University | Hamden | CT | 08/2022 | 05/2023 |
I*: 2162277 Entity Type: For Profit Name of OBA: Oak Crest Solutions LLC Address: Marlborough, MA 01752 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 02/01/2025 Number of Hours: 4 hrs wkly Number of Hours during trading: 0 Duties: A small company that a friend and I are trying to start. It will allow us to go to local businesses in our town and surrounding areas and see how we can help them retain business by improving their client communication.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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