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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-27 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mamaroneck | NY | 05/2016 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Mamaroneck | NY | 05/2018 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Mamaroneck | NY | 11/2018 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City | NJ | 01/2025 | Present |
| Retensa Temporary Contract | New York | NY | 07/2024 | 09/2024 |
| Unemployed | New York | NY | 10/2024 | 01/2025 |
| Bank Of America, N.A. E | Jersey City | NJ | 03/2025 | Present |
I*2423290, Entity Type: Rental Property Name of OBA: Rental Property 1, Address: Vero Beach, Florida, 32967, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 6/2/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
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