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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-06 |
| TX | RA | APPROVED_RES | 2019-03-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 11/2018 | 02/2019 |
| Fidelity Investments | Paramus | NJ | 07/2016 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South Orange | NJ | 02/2019 | Present |
| Bank Of America, N.A. | South Orange | NJ | 02/2019 | Present |
I*133590 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: Maywood, New Jersey 7607 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 10/2/2020 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Uber/Taxi/Delivery Driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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