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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| CT | RA | APPROVED | 2022-06-29 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woburn | MA | 07/2019 | Present |
| Self Employed | Boston | MA | 09/2010 | 01/2022 |
| Somerville Public Schools | Somerville | MA | 09/2012 | 09/2018 |
| Somerville Public Schools | Somerville | MA | 07/2008 | 08/2017 |
| Bank Of America, N.A. | Woburn | MA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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