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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| CT | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 01/2015 | Present |
| Gap Inc | Stamford | CT | 01/2015 | 12/2016 |
I*3408266, Entity Type: , Name of OBA: Pointe Condominium Association, Address: Narragansett, Rhode Island, 02882, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Secretary of Homeowner's Association. The expected duties for the role of Secretary of the Pointe Condominium Association will be to record and distribute board meeting minutes once a month to the board members and distribute the annual report to all homeowners annually. Operation and Maintenance of Condominiums
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-25 |
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