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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-23 |
| NY | RA | APPROVED | 2022-05-24 |
Branch Locations
555 California St Investment Solutions Group, San Francisco, CA 94104 • United States
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2019 | Present |
| Pfizer | New York | NY | 06/2018 | 08/2018 |
| Fordham University | Bronx | NY | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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