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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Fish Capital Partners | North Granby | CT | 02/2014 | 12/2018 |
| Ubs Financial Services, Inc. | Hartford | CT | 12/2018 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 09/2025 | Present |
| Bank Of America, N.A. | West Hartford | CT | 12/2025 | Present |
I*2976282, Entity Type: , Name of OBA: J S, Address: North Granby, Connecticut, 06060, Investment Related: N, Position, Title, Association: Conservator, Employee State Date: 09/30/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3317290, Entity Type: Entity For Profit, Name of OBA: Alaska Auto Rental Inc., Address: Fairbanks, Alaska, 99709, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/01/2026, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Quarterly virtual board meetings and perhaps one in person annual meeting targeted for 2026 or 2027. Providing affordable, safe, and flexible car rental driving options throughout the state of Alaska.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-01 |
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