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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 05/2019 | 08/2019 |
| Dell Emc | Hopkinton | MA | 05/2018 | 08/2018 |
| Dell Emc | Hopkinton | MA | 05/2017 | 08/2017 |
| Bentley University | Waltham | MA | 08/2016 | 05/2020 |
| Bentley University | Waltham | MA | 08/2016 | 08/2017 |
| Boston College | Chestnut Hill | MA | 08/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2020 | Present |
| Bank Of America, N.A. | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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