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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| CT | RA | APPROVED | 2026-06-12 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reading | MA | 07/2023 | 05/2024 |
| Wachusett Regional High School | Holden | MA | 08/2015 | 06/2019 |
| Harrington Farm | Princeton | MA | 05/2017 | 08/2019 |
| Tiaa | Charlotte | NC | 06/2021 | 08/2021 |
| Bank Of America Merrill Lynch | Boston | MA | 06/2022 | 08/2022 |
| Elon University | Elon | NC | 08/2019 | 05/2023 |
| Elon University | Elon | NC | 01/2022 | 02/2022 |
| Elon University | Elon | NC | 01/2022 | 05/2023 |
| Unemployed | Rutland | MA | 05/2023 | 07/2023 |
| Extended Travel | Florence | 02/2022 | 05/2022 | |
| Unemployed | Rutland | MA | 05/2022 | 06/2022 |
| Bank Of America, N.A. | Reading | MA | 07/2023 | 05/2024 |
| Morgan Stanley | Boston | MA | 06/2024 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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