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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-15 |
| TX | RA | APPROVED | 2022-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Nyack | NY | 12/2021 | Present |
| Pricewaterhousecoopers | New York | NY | 09/2020 | 11/2021 |
| Pricewaterhousecoopers | New York | NY | 06/2019 | 08/2019 |
| Fordham University Intercampus Transportation | New York | NY | 08/2016 | 12/2018 |
| Nomura Securities | New York | NY | 06/2018 | 08/2018 |
| Newell Brands | Norwalk | CT | 05/2017 | 08/2017 |
| New York University | New York | NY | 08/2019 | 05/2020 |
| N/A | Dix Hills | NY | 06/2020 | 09/2020 |
| Fordham University | New York | NY | 08/2015 | 05/2019 |
| Bank Of America, N.A. | West Nyack | NY | 05/2022 | Present |
I*1233328For profit or not for profit: Name of outside business organization: Rockland Boces Adult EdInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , The purpose of the entity is to provide adult education classes to members of the community. My role will be to teach a general class about the basics of finance and investing I*2165294, Entity Type Not for Profit, Name of OBA: Nyack Rotary Address: Nyack, NY, 10960 Investment Related: No Position, Title, Association: Member Employee Start Date: 02/01/2025 No Hours: 4-6 monthly No Hours during trading: >1 monthly Duties: Assist in community volunteer programs such as Junior Achievement, clothing drives, and attend regular meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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