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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
| NJ | RA | APPROVED | 2025-02-20 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2024 | Present |
| Securitas Critical Infrastructure Services Inc | Westlake Village | CA | 06/2018 | 10/2024 |
| Dick's Sporting Goods Inc | North Wales | PA | 10/2020 | 05/2023 |
| Wendy's | Philadelphia | PA | 10/2015 | 05/2017 |
| Pet Valu | Philadelphia | PA | 12/2016 | 07/2017 |
| Pet Valu | Levittown | PA | 07/2017 | 06/2018 |
Name of the other businessInstacartWhether the business is investment-relatedNo Address of the other businessSan Francisco, CA Nature of the other businessDelivery ServicesYour positionIndependent ContractorTitle, or relationship with the other businessEmployee/ Delivery DriverStart date of your relationshipApril 2023Approximate number of hours/month you devote to the other business0-10 Hours per weekNumber of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessMy duties are to Shop, Purchase, and deliver items from different stores to customers. In a timely manner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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