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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-19 |
| MA | RA | APPROVED | 2021-01-22 |
| PA | RA | APPROVED | 2021-01-15 |
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
Crystal Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 10/2016 | 01/2021 |
| Unemployed | N/A | MA | 08/2016 | 10/2016 |
| Bank Of America, N.A. | Yardley | PA | 06/2017 | 01/2021 |
| Oppenheimer & Co. Inc | Boston | MA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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