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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2023-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2020 | Present |
| Kaseya | New York | NY | 03/2016 | 11/2017 |
| Richrelevance | New York | NY | 11/2017 | 09/2018 |
| Askneo.iO (Formerly Squareplan) | New York | NY | 03/2019 | 12/2020 |
| Unemployed | New York | NY | 09/2018 | 03/2019 |
| Bank Of America, N.A. | New York | NY | 03/2023 | Present |
I*1484271 For profit or not for profit: Name of outside business organization: New York Alpha Alumni Association, Sigma Alpha Epsilon Investment related: N Address of business: Ithaca, New York, 14853, United States Nature of business: ["Private Foundation"] Position, title, association: ["Board Member","Other"], Start date of relationship: 9/30/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I've been nominated for Fundraising Chair for our board of New York Alpha Sigma Alpha Epsilon fraternity, Cornell University. We are establishing a committee to address the following: 1)Website modernization to add a donate button, or backend donation management system-this will be managed by a 3rd party agency specializing in digital marketing for fraternities. 2)Annual Letter from me in our newsletter sharing capital improvement project updates, and other relevant information concerning fundraising. 3)Automated Letters to donors who give over a specific threshold (TBD), sender would be New York Alpha Sigma Alpha Epsilon Alumni Association. 4)Quarterly emails or calls from Alumni Association soliciting donations-these will NEVER come from me. 5)Cooperating with Cornell (owner of the house) by receiving their donation numbers-as it stands, anything having to do with the house and property, a donation would go directly to Cornell on their website tax deductible, designating "Hillcrest Development Fund".
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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