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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-15
RI RA APPROVED 2023-03-10
  • TX RA
    APPROVED
    Since 2023-03-15
  • RI RA
    APPROVED
    Since 2023-03-10

Branch Locations

3400 Pawtucket Ave Ci Client Management, Riverside, RI 02915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2022 → Present
    Lincoln, RI
  • 01/2021 → Present
    Authentic Care Counseling Llc
    Needham, MA
  • 07/2018 → 12/2020
    Granite Telecommunications
    Quincy, MA
  • 12/2019 → Present
    Airbnb Host
    Cranston, RI
  • 04/2018 → 08/2018
    Randstad
    Atlanta, GA
  • 01/2014 → 07/2022
    Uber
    Boston, MA
  • 08/2024 → Present
    Bank Of America, N.A.
    Lincoln, RI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-09
  • S66 Uniform Combined State Law Examination
    2023-03-09

View on SEC IAPD

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