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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
| PA | RA | APPROVED | 2022-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Daughter | Media | PA | 04/2020 | 03/2021 |
| Cubesmart | Malvern | PA | 02/2016 | 04/2020 |
| Merrill Lynch | Media | PA | 04/2022 | 11/2024 |
| Bank Of America, N.A. | Media | PA | 06/2022 | 11/2024 |
| Merrill Lynch | Media | PA | 11/2024 | Present |
| Bank Of America, N.A. | Media | PA | 11/2024 | Present |
| Cadence Onefive | Brooklyn | NY | 12/2021 | 05/2022 |
| Ctrl M Health | Philadelphia | PA | 03/2021 | 02/2022 |
Name of the other businessA P Whether the business is investment-relatedNOT investment related Address of the other business Philadelphia PA Nature of the other businessResidential long-term rental property Your positionCo-owner & landlady Title, or relationship with the other businessCo-owner & landlady Start date of your relationshipJune 2019 Approximate number of hours/month you devote to the other business2 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessDuties include property management and maintenance support Name of the other businessA P (LOL) Whether the business is investment-relatedNOT investment related Address of the other businessSets performed at various venues Nature of the other businessStand-up comedy Your positionStand-up comedian performing under stage name Title, or relationship with the other businessStand-up comedian performing under stage name Start date of your relationshipSeptember 2021 Approximate number of hours/month you devote to the other business4 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessDuties include making people laugh
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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