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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-31 |
| CT | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | New York | NY | 12/2014 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 10/2022 | Present |
I*1044325 Entity Type: Business or Industry Organization: Name of outside business organization: Equinox Holdings, Inc. Investment related: No Address of business: New York, New York, 10001 Position, title, association: Other Start date of relationship: 10/21/2022 Number of hours devoted: 1.5 hours Weekly Number of hours devoted during trading hours: 0 Duties: Cycling Instructor, Cycling Instructor I*4486268 Entity Type: Not for Profit Name of OBA: The Art Students League Address: New York, New York, 10019 Investment Related: No Position, Title, Association: Employee Start Date: 05/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: The Art Students League of NY is a non-profit art school in NY that allows students to design their own curriculum in painting, drawing and sculpture. Provide the Board and Management with macroeconomic updates and potential impacts to consider. It also monitors the adherence to the Leagues investment guidelines.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-16 |
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