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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-26 |
| TX | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Scottsdale | AZ | 05/2014 | 07/2022 |
| Eagle Strategies Llc | Westborough | MA | 05/2021 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 07/2022 | Present |
| Bank Of America, N.A. | Westborough | MA | 10/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 3620 W Ironwood Drive, Chandler, AZ 85226; Start Date 05/2017; Role/Title: Insurance Broker; 3 hours per month; 3 hours per month during securities trading hours] I*1048370For profit or not for profit: Entity For Profit Name of outside business organization: K-Software Solutions LLC Investment related: No Address of business: Westborough, Massachusetts, 01581Nature of business: ["Limited Liability Company"]Position, title, association: Owner, Start date of relationship: 11/15/2022Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0Duties: , It is a software solutions company. My role is of investor. I will not be involved in day to day activities. I* 1788304 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Atlanta, GA, 30307 Position, title, association: Co-owner with other family members Start date of relationship: 04/12/2024 Number of hours devoted: 1 yearly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*2198439, Entity Type: Entity Charitable, Name of OBA: Ekal Vidyalaya Foundation of USA, Address: Houston , Texas, 77282, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/15/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Raise awareness, Conduct Fundraising Events, Bringing literacy, healthcare, and economic prosperity to remote villages in India. In US the organization does fund raising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-19 |
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