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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2023-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2022 | Present |
| Unemployed | Boston | MA | 06/2022 | 07/2022 |
| Bentley University | Waltham | MA | 01/2021 | 05/2022 |
| Unemployed | Aventura | FL | 09/2020 | 01/2021 |
| Evolution Wealth Advisors | Aventura | FL | 06/2020 | 09/2020 |
| Unemployed | Aventura | FL | 05/2020 | 06/2020 |
| Yeshiva University | New York | NY | 08/2016 | 05/2020 |
| Evolution Wealth Advisors | Aventura | FL | 07/2018 | 09/2018 |
| Bank Of America N.A. | Boston | MA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-04 |
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