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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Farmington | CT | 12/2016 | 07/2017 |
| Park Avenue Securities | Farmington | CT | 12/2016 | 07/2017 |
| Blackrock | Boston | MA | 11/2018 | 01/2020 |
| Blackrock Investments, Llc | Boston | MA | 11/2018 | 01/2020 |
| Unemployed | Stamford | CT | 09/2017 | 10/2017 |
| Blackrock/Prounlimited | Boston | MA | 11/2017 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 01/2020 | Present |
| Mw Financial | Farmington | CT | 09/2016 | 07/2017 |
I*130904 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: San Francisco, California 94103 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 5/9/2020 Number of hours devoted: 25 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rideshare driver. I have driven in the past usually no more than one or two weekends per month and will continue to do on occasion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-31 |
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