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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
| CT | RA | APPROVED | 2025-03-29 |
Branch Locations
301 Tresser Blvd, Stamford, CT 06901 • United States
1114 Ave Of The Americas, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | Charlotte | NC | 02/2022 | 05/2023 |
| Benefytt | Tampa | FL | 11/2020 | 01/2022 |
| Chewy, Inc. | Mechanicsburg | PA | 07/2020 | 11/2020 |
| Indiana University | Bloomington | IN | 07/2018 | 05/2020 |
| Gt Entrepreneurs | Pittsburgh | PA | 05/2019 | 08/2019 |
| Cigna | Bloomfield | CT | 06/2015 | 07/2018 |
| Olive Garden | West Hartford | CT | 06/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Haven | CT | 01/2025 | Present |
| Tjx Companies, Inc. | Framingham | MA | 05/2023 | 04/2024 |
| Unemployed | Wethersfield | CT | 05/2024 | 09/2024 |
| Soccer Xs, Llc | Windsor | CT | 09/2024 | Present |
| Bank Of America, N.A. E | North Haven | CT | 03/2025 | Present |
I*: 2246264Entity Type: For ProfitName of OBA: Connecticut Rush SelectAddress: North Branford, CT 06471Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 03/31/2025Number of Hours: 5 hrs wklyNumber of Hours during trading: 0Duties: Youth soccer coaching part time I*3443265Entity Type: Entity For ProfitName of OBA: micro1Address: Palo Alto, California, 94306Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 02/02/2026Number of Hours: 10, WeeklyNumber of Hours during trading: 0, WeeklyDuties: The company is a top tier AI lab and enterprise that vet and recruit top tier talent to help enhance its model's understanding of business logic and reasoning. The project consists of building Discounted Cash Flow analysis, merger models, Leveraged Buyout models for the client. there will be no public company information. All proprietary data provided by the institution for each short assignment assigned.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-16 |
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