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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| CT | RA | APPROVED | 2026-07-01 |
Branch Locations
1455 Highland Ave, Needham, MA 02492 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waltham | MA | 05/2026 | Present |
| La Paloma Country Club | Tucson | AZ | 03/2023 | 10/2025 |
| Tavern In The Square | Framingham | MA | 02/2026 | 05/2026 |
| Unemployed | Cedarburg | WI | 11/2025 | 01/2026 |
| Leonardo Electronics | Tucson | AZ | 10/2020 | 02/2023 |
| The Bog | Saukville | WI | 03/2017 | 03/2019 |
| Wheel Fun Rentals | Milwaukee | WI | 04/2019 | 08/2020 |
| Unemployed | Tucson | AZ | 09/2020 | 09/2020 |
| Equipment Garage Llc | Cedarburg | WI | 05/2017 | 08/2017 |
| Maxwell's | Cedarburg | WI | 05/2016 | 05/2017 |
| Adp | Tucson | AZ | 06/2023 | 07/2023 |
| Bank Of America, N.A. | Waltham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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