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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2019-01-02 |
| RI | RA | APPROVED | 2018-09-18 |
Branch Locations
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
Winchester, MA • United States
100 Federal St Ci Business Controls, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 09/2016 | Present |
| Chart Room | Cataumet | MA | 06/2010 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-20 |
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