Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-11
CT RA APPROVED 2024-11-28
  • TX RA
    APPROVED
    Since 2025-02-11
  • CT RA
    APPROVED
    Since 2024-11-28

Branch Locations

108 Main St N, Southbury, CT 06488 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Meriden CT 08/2024 Present
Salem Golf Club North Salem NY 05/2022 08/2024
Fairfield University Fairfield CT 05/2020 05/2024
Outhouse Orchards North Salem NY 05/2018 09/2020
North Salem High/Middle School North Salem NY 09/2014 06/2020
Bank Of America, N.A. Meriden CT 12/2024 Present
  • 08/2024 → Present
    Meriden, CT
  • 05/2022 → 08/2024
    Salem Golf Club
    North Salem, NY
  • 05/2020 → 05/2024
    Fairfield University
    Fairfield, CT
  • 05/2018 → 09/2020
    Outhouse Orchards
    North Salem, NY
  • 09/2014 → 06/2020
    North Salem High/Middle School
    North Salem, NY
  • 12/2024 → Present
    Bank Of America, N.A.
    Meriden, CT
Other Businesses

I*2259301, Entity Type: Entity For Profit, Name of OBA: Jack's A Coffee Company , Address: North Salem, New York, 10560, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 05/01/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: The purpose of the entity is to make and sell coffee. It would be created under the name I have listed. The plan is to create an LLC which would be 50/50 ownership. I would have one half. My business partner would hold the other half. Nothing has been filed as of now but the plan is to do so soon. The genuine purpose of the entity is all about coffee because it is a huge passion of mine as well as my partners. My expected responsibilities would be to take part in sales, marketing and management of the product. I*3055266 Entity Type: For Profit Name of OBA:Outhouse Orchards Address:North Salem New York Investment Related:No Position, Title, Association:Employee Start Date:11/01/2025 No Hours: 10 Weekly No Hours during trading:0 Weekly Duties:The purpose of the organization is for apple picking, farm stand, also has multiple events throughout the winter, spring and summer. My expected responsibilities are to help out in the food area of the orchard. Pizza, grill station etc..

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2024-11-27
Other Names
  • Matthew Cole

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor