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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-10 |
Branch Locations
55 Railroad Ave, Greenwich, CT 06830 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Greenwich | CT | 09/2009 | 05/2021 |
| Ubs Financial Services Inc | Stamford | CT | 05/2021 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 07/2025 | Present |
I*: 2675278 Entity Type: Charitable Name of OBA: Greenwich Library Address: Greenwich, CT 06830 Investment Related: No Position, Title, Association: Board member Employee Start Date: 8/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Member of Board of Trustees - attend monthly board meetings, advise on Library policy. NOT finance or investment related activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-19 |
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