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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
| RI | RA | APPROVED | 2026-06-25 |
Branch Locations
3400 Pawtucket Ave Ci Client Management, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2022 | 05/2026 |
| Lyft | San Francisco | CA | 08/2017 | 07/2022 |
| Raiser | San Francisco | CA | 08/2017 | 08/2022 |
| Uber | San Francisco | CA | 04/2018 | 08/2022 |
| Grubhub | Chicago | IL | 07/2018 | 07/2022 |
| Doordash | San Francisco | CA | 09/2017 | 08/2022 |
| Tamis Real Estate | Istanbul | 05/2016 | 08/2022 | |
| Rock City Incorporation | Boston | MA | 07/2017 | 09/2017 |
| Computer System Institution | Charlestown | MA | 09/2016 | 09/2017 |
| Computer System Instutution | Charlestown | MA | 04/2017 | 03/2018 |
| Computer System Institution | Charlestown | MA | 04/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2026 | Present |
| Bank Of America, N.A. | Lincoln | RI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
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