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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
| CT | RA | APPROVED | 2018-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2014 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 04/2018 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 04/2018 | Present |
I*2463303, Entity Type: Entity Charitable, Name of OBA: Why Me & Sherry House, Address: Worcester, Massachusetts, 01602, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 09/01/2025, No Hours: 30 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4662269 Entity Type: Entity For Profit Name of OBA: Uber Address: San Francisco, California, 94103 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 06/05/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: To deliver food to people drive food to people's address
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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