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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| CT | RA | APPROVED | 2019-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Worcester | MA | 06/2019 | Present |
| Star Dollar And More Llc. | Worceter | MA | 05/2012 | Present |
| Claro Advisors Llc. | Boston | MA | 06/2018 | 08/2018 |
| Community Consultants Collaborative | Framingham | MA | 06/2017 | 08/2017 |
| Bentley University | Waltham | MA | 08/2015 | 05/2019 |
| Bank Of America, N. A. | Worcester | MA | 07/2019 | Present |
Star Dollar and More, not investment related Worcester MAretailcashier201220 hours a month0 hours during trading hours volunteer as a cashier for a few hours a week at my parent's local convenience shop. I*1815384, Entity Type Entity Charitable, Name of OBA: Mechanics Hall Address: Worcester, Massachusetts, 01608 Investment Related: Position, Title, Association: Board Member Employee Start Date: 11/01/2024 No Hours: 2 monthly No Hours during trading: 0 Duties: Board Member responsible for helping Mechanics Hall grow and become a prominent center in more than just Worcester MA. Responsibilities would include events coordination, sales and marketing and getting the name out. Would not be using any professional licenses/ designations for the role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
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