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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-15 |
| RI | RA | APPROVED | 2023-03-10 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 10/2022 | Present |
| Authentic Care Counseling Llc | Needham | MA | 01/2021 | Present |
| Granite Telecommunications | Quincy | MA | 07/2018 | 12/2020 |
| Airbnb Host | Cranston | RI | 12/2019 | Present |
| Randstad | Atlanta | GA | 04/2018 | 08/2018 |
| Uber | Boston | MA | 01/2014 | 07/2022 |
| Bank Of America, N.A. | Lincoln | RI | 08/2024 | Present |
I*1078283Entity Type: For ProfitName of OBA: Authentic Care Counseling LLCAddress:Needham, MAInvestment Related:NoPosition, Title, Association:Consultant/Independent ContractorStart Date:01/01/2020No Hours: 1 WeeklyNo Hours during trading:0Duties:My fiancas a private therapy practice and I do her billing. That includes sending insurance claims to Health insurance providers so they can pay on behalf of her patients. That also includes checking patients health insurance coverage. Its a small business and does not require a lot of time. I*1065251Entity Type: For ProfitName of OBA: FRITZ GERALD ESTATES LLCAddress:Cranston, RIInvestment Related:NoPosition, Title, Association:OwnerStart Date:07/10/2019No Hours: 1 WeeklyNo Hours during trading:0Duties:I am an airbnb host. I rent out rental units to guest on the air bnb platform. I*2029348, Entity Type, Entity For Profit, Entity Publicly Traded, Name of OBA: LYFT driver, Address: San Francisco, CA, 94103, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 10/05/2024, No Hours: 4hrs/Weekly, No Hours during trading: 0, Duties: drive people around. I*3298283, Entity Type: Entity For Profit, Name of OBA: F T, Address: Providence , Rhode Island, 02908, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 12/17/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: posting videos online, the purpose is to vlog about my personal life. It will not include any financial or investment related content what so ever
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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