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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-15 |
| CT | RA | APPROVED | 2023-10-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smb Financial Strategies Llc | Burlington | MA | 08/2021 | 02/2023 |
| Coldwell Banker | Cambridge | MA | 07/2021 | 08/2023 |
| Luminainfinite.cOm | Somerville | MA | 08/2018 | 09/2021 |
| Wildflower Schools | Cambridge | MA | 09/2014 | 08/2018 |
| Lpl Financial | Burlington | MA | 02/2023 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2023 | Present |
| Bank Of America, N.A. | Boston | MA | 11/2023 | Present |
| Bank Of America, N.A. | Boston | MA | 08/2025 | Present |
I*1556255 For profit or not for profit: Entity For Profit Name of outside business organization: Coldwell Banker Realty Cambridge Investment related: Y Address of business: Cambridge, Massachusetts, 02138-1804, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 10/31/2023 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , No reponsibilities, I hold the license for personal use only. I attest that I will only use the license for: 1. Transactions involving personally owned property or property owned by my immediate family; 2. I will not receive compensation for business referrals; and 3. I am prohibited from purchasing Bank Controlled Properties, directly from Bank of America, or as part of a short sale transaction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-15 |
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