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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-30 |
Branch Locations
Seafoam Village 2800 Placida Rd Unit 103, Englewood, FL 34224 • United States
1720 Post Road East Suite 110, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 04/2019 | 04/2023 |
| Self Employed | New York | NY | 01/2015 | 04/2019 |
| Bank Of America, N.A. | Stamford | CT | 06/2019 | 04/2023 |
| Sanford C. Bernstein & Co., Llc | Stamford | CT | 07/2023 | 09/2025 |
| Moors & Cabot Inc | Westport | CT | 10/2025 | Present |
1) Full Court Strategies, LLC; Owner; No comp; 0 hrs per month; LLC active to reserve business name, no current business activities. 2) UConn School of Business; Mentor in Investment Career Discovery Day; Mansfield, Connecticut; No comp; 2hrs per month. 3) Homes with Hope; Board member & member of finance committee; Torrington, CT; No comp; 2hrs per month. 4) Western Connecticut State University; Board of Directors member & Investment Committee member; Danbury, CT; No comp; 1hr per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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