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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
One Post Office Square, Boston, MA 02109 • United States
Wellfleet, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 09/2021 | 01/2024 |
| The Wellfleet Beachcomber | Wellfleet | MA | 07/2013 | Present |
| Grodsky Family | Wellesley | MA | 09/2019 | 09/2021 |
| Lululemon | Kittery | ME | 11/2018 | 05/2019 |
| Bloomingdales | Newton | MA | 12/2016 | 03/2018 |
| University Of New Hampshire | Durham | NH | 08/2015 | 05/2019 |
| Ubs Financial Services, Inc | Boston | MA | 01/2024 | Present |
Name of the other businessThe Wellfleet Beachcomber Whether the business is investment-relatedNo Address of the other businessWellfleet, MA 02667 Nature of the other businessRestaurant Your positionWaitress Title, or relationship with the other businessWaitress Start date of your relationship - 6/1/2012 Approximate number of hours/month you devote to the other business80 hours a month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI am a waitress and work on the weekends. Royal Transportation Services Incorporated,MAUnited States,TransportLivery business. Uber black.Proprietor / owner,Small family business with my father. I am the president of the company and have 50% ownership. My father has the other 50% ownership. He will be handling the business activities day to day. I will not have any role in the company other than being a 50% owner. Start date -12/31/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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