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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-03 |
| FL | RA | APPROVED | 2016-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 05/2014 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 11/2016 | Present |
| Bank Of America, N.A. | Miami | FL | 01/2017 | Present |
I*4626290 Entity Type: N/A Name of OBA: Babson Alumni Board South Florida Address: Miami, Florida, 33131 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/08/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: To create networking events for the Babson Alumni community in South Florida. Assist with event planning and educating about Babson events and activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-27 |
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