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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
| CT | RA | APPROVED | 2022-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 04/2019 | Present |
| Red Tree Real Estate | Brookline | MA | 11/2018 | 04/2019 |
| Shambala Cultural Industry Investment Co., Ltd. | Beijing | 09/2016 | 10/2018 | |
| Huixin Co. And Gic Insulation Distribution Jv Meihui | Beijing | 07/2015 | 09/2016 | |
| Bank Of America, N.A. | Newton | MA | 04/2022 | Present |
I*953236, Name of OBA: Rental Property 1 Address: Boston, MA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/1/2022 No Hours: 8 Yearly No Hours during trading: 0 Duties: I*4204266 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Boston, Massachusetts, 2120 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Rental Property/Co-owner with other family members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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