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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jersey City | NJ | 06/2018 | 06/2021 |
| Miami University | Miami | FL | 01/2015 | 05/2018 |
| Veritude | Jersey City | NJ | 05/2017 | 08/2017 |
| Fidelity Investments | Greenwich | CT | 06/2021 | 05/2025 |
| Ubs Financial | Greenwich | CT | 05/2025 | 08/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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