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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2022-03-29 |
| CT | RA | APPROVED | 2021-07-27 |
Branch Locations
One Bryant Park Pbig - New York, New York, NY 10036 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2014 | 09/2017 |
| Ellis & Ellis | Wayne | PA | 07/2007 | 09/2017 |
| Goldman Sachs & Co. Llc | New York | NY | 10/2017 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 04/2021 | Present |
| Gm Advisory Group | Melville | NY | 07/2019 | 04/2021 |
| Bank Of America, N.A. | Greenwich | CT | 05/2021 | Present |
I*1871282 , Entity Type:Entity For Profit, Name of OBA:Luminary Address:New York, NY 10017 Investment Related: No, Position, Title, Association:Consultant/Independent Contractor Employee Start Date:07/01/2024 No Hours:3 hrs weekly No Hours during trading: Duties:Consult with Luminary product management and design team to provide guidance on workflows, input and feedback on product features.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-24 |
| S66 | Uniform Combined State Law Examination | 2016-04-01 |
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