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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-18 |
Branch Locations
200 Park Avenue, New York, NY 10166 • United States
Darien, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2021 | 10/2025 |
| Axios Holdings, Llc | Stamford | CT | 08/2017 | 12/2021 |
| The Builders Fund | San Francisco | CA | 03/2015 | 06/2017 |
| Bny | New York | NY | 09/2025 | Present |
| Bny Securities Corporation | New York | NY | 10/2025 | Present |
1] Employee of Wealth Management, discuss investment management, trust and estate planning, banking, credit, and/or lending services provided by BNY located at 200 Park Avenue, Met Life Building, New York, NY 10166. Working for 135 hours per month since September 2025, 135 hours per month devoted to business during securities trading hours. 2] Treasurer / Board Member of Noroton Presbyterian Nursery School , a non-profit nursery school located at 2011 Post Road, Darien, CT 06820. Working for 4 hours per month since September 2025, no specific hours per month devoted to business during securities trading hours. I'm a limited partner investor in the following entities, which are investment related. My duties are limited to confidentiality and funding capital calls for the funds. I spend ~1 hour per year on each, which consists of tax work and reviewing updates; and none of this time is during market hours. 1. GOTHAM GREEN FUND 1, LP - PE fund / 725 ARIZONA AVENUE, SUITE 206, SANTA MONICA, CA 90401 / started 2018 2. ENIAC Ventures II Special, LLC - VC fund / 1155 Park Blvd., Massapequa Park, NY 11762 / started 2013 3. ENIAC VENTURES IV, LP - VC fund / 584 BROADWAY, SUITE 301, NEW YORK, NY 10012 / started 2017 4. ENIAC VENTURES III, LP - VS fund / 584 BROADWAY, SUITE 301, NEW YORK, NY 10012 / started 2014 5. BUILDERS FUND UR LLC - SPV investing in the company, Urban Remedy / 4319 21ST STREET, SAN FRANCISCO, CA 94114 / started 2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-15 |
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