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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Stamford | CT | 06/2019 | 08/2019 |
| Unemployed | San Jose | CA | 08/2024 | 11/2024 |
| Princeton University | Princeton | NJ | 09/2015 | 06/2019 |
| Fidelity Investments | Campbell | CA | 11/2024 | 08/2025 |
| Wells Fargo | Los Altos | CA | 04/2024 | 08/2024 |
| Mount Sinai Health System | New York | NY | 08/2019 | 02/2024 |
| Unemployed | San Jose | CA | 03/2024 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2026 | Present |
| Fidelity Investments | Campbell | CA | 08/2025 | 04/2026 |
| Unemployed | Stamford | CT | 04/2026 | 05/2026 |
| Unemployed | Flagler Beach | FL | 05/2026 | 06/2026 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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