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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
| CT | RA | APPROVED | 2022-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Randolph | MA | 06/2017 | Present |
| Bank Of America, N.A. | Randolph | MA | 06/2017 | Present |
| Nordstrom Inc. | Braintree | MA | 10/2014 | 12/2018 |
| World Language Services Of New England | Swampscott | MA | 01/2016 | 06/2017 |
1. Charles Nguyen Realty Trust Investment-related Address: 429-447 Charles Street, Malden MA 02148 Nature of the business: This is a commercial buildings, which we rent out to small businesses like dry cleaning, nails salon, daycare Title: Trustee. I hold 25% equity of this business. I only attend yearly meeting to go over the profit and loss of the business. The monthly duties like collecting rents and paying bills are taken care of by the other partners. Start Date: February 2014 Time devoted to the business: 2 hours/ year; none during trading hours. 2. Lily Evans Online Store not investment-related Address: 22 Wilkins Road, Braintree MA 02184 Start date: 04/2019 Nature of the business: I post un-used household items and sell them on Ebay Position: Sole Proprietor, Owner Time devoted to the business: 1 hour/ month, non during trading hours. I take pictures of the sale items and post them for sale on Ebay. My husband takes care of the shipping if the items sold, and communicating with buyers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-27 |
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