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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2021 | 11/2023 |
| Adp | Brooklyn | NY | 07/2020 | 06/2021 |
| Boston College | Chestnut Hill | MA | 08/2016 | 05/2020 |
| National Grid | Hicksville | NY | 05/2019 | 08/2019 |
| National Grid | Brooklyn | NY | 05/2018 | 08/2018 |
| Echome | Chestnut Hill | MA | 10/2016 | 02/2018 |
| Boston College Basketball Camp | Chestnut Hill | MA | 06/2017 | 07/2017 |
| Geller Advisors, Llc | New York | NY | 11/2023 | Present |
| Corient | New York | NY | 01/2025 | Present |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
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