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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-09 |
| CT | RA | APPROVED | 2018-04-03 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
Acton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2017 | Present |
| Alliance Bernstein | Boston | MA | 12/2016 | 06/2017 |
| Mfs | Boston | MA | 08/2014 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-18 |
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