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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| NY | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brooklyn | NY | 05/2023 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 05/2023 | 03/2026 |
| Old Oaks Country Club | Purchase | NY | 05/2016 | 10/2016 |
| Unemployed | New York | NY | 11/2016 | 04/2023 |
| Stern Mountain Llc | Sheffield | MA | 11/2023 | Present |
| Bealuscious | White Plains | NY | 04/2024 | Present |
| 32 Mahaiwe Llc | Great Barrington | MA | 08/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Katonah | NY | 03/2026 | Present |
| New York University | New York | NY | 01/2018 | 05/2021 |
| Bank Of America, N.A. | Katonah | NY | 04/2026 | Present |
I*4206267, Entity Type Entity For Profit, Name of OBA: Bealuscious Address:White PlainsNew York10601 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/17/2024 No Hours: 0 No Hours during trading: 0 Duties: I do not manage this business, my wife does. This is a home fragrance business that my wife runs, I am a 49% owner. We import home fragrances from South Africa, including candles, lotions, and diffusers. I*4206266, Entity Type Entity For Profit, Name of OBA: 32 M LLC Address: Great BarringtonMassachusetts01230 Investment Related:No Position, Title, Association: Owner Employee Start Date: 08/21/2025 No Hours: 2 weekly No Hours during trading: 0 Duties:This position will not interfere with my daily responsibilities at Merrill, we manage the property on the weekend. We own a mix use multi-family rental property in Great Barrington MA. It has two commercial units and 3 apartments, we rent out the commercial units and two of the residential apartments, the third we use as a weekend apartment. The one business is a therapist and the other business is a child psychologist. I*4205265, Entity Type Entity For Profit, Name of OBA: Stern Mountain LLC Address: SheffieldMassachusetts 01257 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/21/2023 No Hours:2 weekly No Hours during trading: 0 Duties:We do everything on the weekends, it will not interfere. We own a mix use multi-family property in Sheffield, MA. It has two commercial units and 3 residential units which we rent out. This position will not interfere with my position at Merrill. The one commercial unit is a hair salon and the other is a kids consignment store.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-12 |
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