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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-20 |
| NY | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 06/2022 |
| The Woodland | Lakeville | CT | 11/2019 | 10/2022 |
| Orton Gillingham | Amenia | NY | 02/2020 | 04/2020 |
| American Social Bar & Kitchen | Miami | FL | 07/2017 | 11/2019 |
| Equinox South Beach | Miami Beach | FL | 11/2018 | 09/2019 |
| Charles Rutenberg Realty, Inc | Fort Lauderdale | FL | 02/2018 | 08/2019 |
| University Of Miami | Coral Gables | FL | 08/2013 | 12/2017 |
| The Meltwater Group | Miami | FL | 01/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 11/2022 | Present |
| Bank Of America, N.A. | Saratoga Springs | NY | 12/2022 | Present |
I*1525271For profit or not for profit: Entity For ProfitName of outside business organization: United Vacays LLCInvestment related: NAddress of business: Charlotte, North Carolina, 28202, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/1/2023Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Short-Term Rental Properties - lease an apartment or property and then conduct short-term rentals through third parties. There is not yet any properties or rentals in existence and there is not any revenue or cash flows yet for that reason. I*4521290, Entity Type: , Name of OBA: Business Networking International (BNI) - Business Brewers Chapter, Address: Malta, New York, 12020, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 06/24/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: For Vice President Role: greeting new members, and reading two slides during the President's weekly presentation that pertain to upcoming BNI events that our chapter and other chapters might be putting on, and any other BNI updates. Otherwise, you hand out everyone's name cards, and if the president can't take home the equipment one week (a projector), you are responsible for taking that home until the next meeting. As a regular member (which has already been approved) and as a VP, you're supposed to attend weekly meetings (every Wednesday 7-8am) and to create relationships with other members. It's an opportunity to get together and network with other business professionals This OBA has previously been approved, but I am resubmitting it because they have asked me to be the Vice President (why I answered "yes" to "Will you hold a directorship or other governance role?...). The Vice President responsibilities only include: greeting new members, and reading two slides during the weekly presentation that pertain to upcoming BNI events and BNI updates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-24 |
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