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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-03 |
| RI | RA | APPROVED | 2022-05-12 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
3400 Pawtucket Ave, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 02/2022 | Present |
| Udanta Inc. | East Providence | RI | 12/2017 | 01/2022 |
| Verge Mobile | Middletown | RI | 01/2022 | 03/2022 |
| Hip Construction | Johnston | RI | 11/2020 | 01/2022 |
| Savers | East Providence | RI | 10/2020 | 11/2020 |
| Unemployed | East Providence | RI | 06/2020 | 10/2020 |
| Amazon | Fall River | MA | 04/2020 | 06/2020 |
| Family Dollar | East Providence | RI | 11/2019 | 04/2020 |
| Unemployed | East Providence | RI | 07/2019 | 11/2019 |
| University Of Arkansas | Fayetteville | AR | 09/2017 | 06/2019 |
| Unemployed | Fayetteville | AR | 07/2017 | 09/2017 |
| Usc Consulting | Tampa | FL | 01/2015 | 07/2017 |
| Elevate Staffing | Glendale | CA | 10/2018 | 06/2019 |
| The Hype Agency Ll | Salem | NH | 09/2017 | 12/2019 |
| Mosaic Sales Solutions | Rogers | AR | 03/2019 | 11/2019 |
| Bank Of America N.A. | Lincoln | RI | 12/2023 | Present |
I*: Entity Type: For Profit Corporation Name of the other business: Udanta, Inc Investment-related; No Address: East Providence, RI 02914 Nature of the other businessTech recruiting Title, or relationship with the other business; Co-founder Start date of your relationship; 12/17/2018 Hours/month you devote to the other business; 2 hours per month Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Since I am not involved in the day-to-day, I usually just give strategic advice once a quarter. I*: 2669295 Entity Type: For profit Name of OBA: Upwork Address: Palo Alto, California, 94301 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/04/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: I would be registered as a freelancer on the Upwork platform. Occasionally, and always outside of work hours, I would accept a short consulting job, e.g. a strategy session with a tech startup or SMB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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