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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-23 |
| CT | RA | APPROVED | 2017-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Haven | CT | 06/2017 | Present |
| Private Employer/ Family | Westport | CT | 02/2015 | 06/2017 |
| Bank Of America, N.A. | New Haven | CT | 11/2017 | Present |
I*372143, Entity Type nonprofit, Name of OBA: Triangle Community Center Address: Norwalk Connecticut 06850 Investment Related: NoPosition, Title, Association: Vice President of the Board Employee Start Date: 01/01/2019 No Hours:6 monthly No Hours during trading: 0-3 monthly Duties: Board Member, Vice President Assist with connecting useful people to the organization, participating in strategic discussions, and volunteering. Lead other Board Members in fulfilling our volunteer promises to the organization. I*2947286 Entity Type: Charitable Name of OBA:Temple Beth El Address:Stamford Connecticut Investment Related:No Position, Title, Association:Consultant/Independent Contractor Start Date:10/19/2025 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:Religious and spiritual community center. Last-minute substitute teacher for religious education classes. Teach kindergardeners their letters, sing songs, supervise time in a plyground. Volunteer, typically around community events or the children's education programming. LGBTQ Committee member, to improve LGBTQ fluency and welcome practices in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
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