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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| CT | RA | APPROVED | 2025-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Groton | CT | 09/2008 | Present |
| Bank Of America, N.A. | Groton | CT | 11/2024 | Present |
I*2033285, Entity Type, Name of OBA: Rental Property 1 Address: Waterford, CT 06385 Investment Related: N Position, Title, Association: Sole owner Employee Start Date: 10/01/2024 No Hours: 1 No Hours during trading: 0 Duties: Filing taxes for rental property, making sure rent is paid, small repairs if necessary for tenant I*2691263, Entity Type: Entity For Profit, Name of OBA: Bug and Bean Delivery, Address: Marlborough, Connecticut, 06447, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/25/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: pick up food from restaurants and drop off at houses, I am doing a part time job as a 1099 contractor delivering food for local restaurants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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