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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
Branch Locations
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 |
|---|---|---|---|---|
| European Wines And Spirits | Commerce City | CO | 05/2015 | 12/2018 |
| Grecos | Frisco | CO | 03/2015 | 12/2018 |
| Grecos | Frisco | CO | 09/2019 | 10/2020 |
| Unemployed/Medical | Deerfield | NH | 12/2018 | 09/2019 |
| Fidelity Investments | Merrimack | NH | 02/2021 | 06/2026 |
| Unemployed | Deerfield | NH | 10/2020 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bozeman | MT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
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