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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED_RES | 2019-03-20 |
Branch Locations
100 Front St Ci Relationship Management, Worcestor, MA 01608 • United States
100 Front St Ci Business Controls, Worcester, MA 01608 • United States
150 N College St Ci Business Controls, Charlotte, NC 28202 • United States
Douglas, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2014 | Present |
I*3693267 Entity Type: Charitable Name of OBA: Elder Services Worcester Area Address: Worcester, Massachusetts, 1606 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/16/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Elder Services of Worcester Area is a non profit that provides various services to senior citizens. I would specifically be on the advisory board to discuss the Bill payer / Rep Payee programs and guidance that may be needed. They have also requested I monitor senior citizen bank statements to ensure there are no issues such as fraud and returned check issues. I would only notate my findings and give to a specialist to then connect with the bill payer/senior to resolve issue. The advisory board meets once every 6 months and the bank statement reviews would need to be done once every quarter, should take about 3 -4 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
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