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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2019-01-24 |
| CT | RA | APPROVED | 2019-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hewlett | NY | 10/2017 | 08/2018 |
| Allen Rubin Md Pc | New York | NY | 01/2015 | 10/2017 |
| Bank Of America, N.A. | Hewlett | NY | 05/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hewlett | NY | 11/2018 | Present |
| Bank Of America, N.A. | Hewlett | NY | 01/2019 | Present |
I*128629 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jewish National Fund Investment related: N Address of business: New York, New York 10021 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: JNF hosts fundraising and networking events. I attend these events because I'm philanthropic and I enjoy networking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
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