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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-26 |
| CT | RA | APPROVED | 2018-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank N.A. | Boston | MA | 05/2016 | 05/2018 |
| Santander Securities Llc | Dorchester | MA | 03/2017 | 05/2018 |
| Uber | Boston | MA | 01/2011 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/2018 | Present |
| Bank Of America, N.A. | Boston | MA | 06/2018 | Present |
I*1057260For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Medford, MassachusettsNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/15/2021Number of hours devoted: 1 hour(s) Monthly I*4519283 Entity Type: Entity Charitable Name of OBA: Reading Lions Club Address: Reading, Massachusetts, 1867 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/16/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Reading Lions club is a non profit organization that bring awareness to eyecare and research. I will be a committee member and organizer for 5k road race held yearly. Responsibilities include promoting upcoming race and volunteering with setting up and supporting race related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-17 |
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