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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-15 |
| RI | RA | APPROVED | 2021-10-18 |
Branch Locations
3400 Pawtucket Ave Ci Client Services, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2021 | Present |
| Kraft Group And Affiliates | Foxborough | MA | 05/2014 | Present |
| Pawtucket Red Sox | Pawtucket | RI | 05/2017 | 12/2020 |
| Uber Technologies | San Francisco | CA | 10/2016 | Present |
| Doordash | San Francisco | CA | 06/2021 | Present |
| Bank Of America N.A. | Lincoln | RI | 01/2021 | Present |
Uber EatsName of other Business: Uber Technologies, Inc. Investment related (yes or no): NoBusiness address: San Francisco, CA.Nature of business: Food Delivery Position/title: Uber Eats Delivery DriverRelationship with business: Part-time Delivery DriverStart date of relationship: 10/01/2016Number of hours a month devoted to business: 20Number of hours during securities trading hours devoted to business: 0Description of duties: I serve as an uber driver. My responsibilities include picking up uber eats delivery orders and driving them to their assigned destination.I*510961 Entity Type Entity For Profit, Name of OBA: DoorDash Address: San Francisco California94103 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/01/2021 No Hours: 20 monthly No Hours during trading: 0 Duties: DoorDash Food Delivery Driver.I*433939, Entity Type: Entity For Profit, Name of OBA: Kraft Sports and Entertainpent LLC, Address: Foxborough, Massachusetts 02035, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/19/2014, No Hours: 52, No Hours during trading: 0, Duties: I serve as a Media Relations Game Day Associate for the New England Patriots. My responsibilities include distributing game stats, summaries and quotes to media members, coaches and owners. Job only takes place on game days (10-12 days per year). I*2775280 Entity Type: For Profit Name of OBA: Holy Cross Athletics Address:Worcester Massachusetts Investment Related:No Position, Title, Association:Other Start Date:11/16/2025 No Hours: 5 Weekly No Hours during trading:0 Weekly Duties:College Athletics Assist the Holy Cross Athletics Media Relations department with recording game stats for a variety of different sports , however mainly will be working basketball games. Expected responsibilities are working per my availability, no minimum number of game requirements per year and approximately 4-5 hours per game.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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