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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernstein Wealth Management | Seattle | WA | 09/2019 | 09/2023 |
| Integral Development | New York | NY | 01/2013 | 09/2019 |
| Bloomberg Lp | New York | NY | 01/2010 | 09/2023 |
| Citigroup | Seattle | WA | 11/2023 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 05/2025 | Present |
I*: 2463286 Name of the other business J. Federation of Greater Seattle Investment-related No Address of the other business Seattle WA Nature of the other business Nonprofit Organization Title, or relationship with the other business Board Member Start date of your relationship 09/01/2023 Approximate number of hours/month you devote to the other business 5 hrs mthly Number of hours you devote to the other business during securities trading hours 0 Duties relating to the other business: Board governance on community related issues I*: 2463287 Name of the other business: H. the Foundation for J. Life UW Investment-related: No Address of the other business: Seattle WA Nature of the other business: Nonprofit Organization Title, or relationship with the other business: Board Member Start date of your relationship: 05/05/2025 Approximate number of hours/months you devote to the other business: 3 hrs mtlhy Number of hours you devote to the other business during securities trading hours: 1 hr mthly Duties relating to the other business: Nonprofit governance and oversight
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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