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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-26 |
| CT | RA | APPROVED | 2023-03-15 |
Branch Locations
2150 Black Rock Turnpike, Fairfield, CT 06825 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Haven | CT | 12/2018 | Present |
| Bank Of America N.A. | New Haven | CT | 12/2018 | Present |
| Lincoln Property Company | Stamford | CT | 02/2017 | 09/2018 |
| Lafitness | Portchester | NY | 09/2015 | 06/2016 |
| Elise Landscaping | New Canaan | CT | 06/2016 | 08/2016 |
| Uber | New Haven | CT | 02/2015 | Present |
| Lyft | New Haven | CT | 02/2015 | Present |
I drive for Uber and Lyft on Weekends and some evenings. Start Date: 02/2015, the number of hours you devote to the other business during securities trading hours; 0Not Investment RelatedI Work about 10-15 hours per weekSan Francisco, California I*1016264, Entity Type Entity For Profit, Name of OBA: Uber Technologies, Inc. Address: San FranciscoCalifornia94103 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/01/2015 No Hours: 10 weekly No Hours during trading: 0 Duties: I DRIVE FOR UBER ON NIGHTS AND WEEKENDS I*1068297, Entity Type Entity For Profit, Name of OBA:LYFT Address: SAN FRANCISCOCalifornia94107 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/02/2015No Hours: 5 weekly No Hours during trading: 0 Duties: PART TIME LYFT DRIVER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-14 |
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