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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-26 |
| NY | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyde School | Woodstock | CT | 06/2011 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Albany | NY | 02/2018 | 05/2018 |
| Trustco Bank | Albany | NY | 10/2017 | 12/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | 01/2023 |
| Morgan Stanley Smith Barney Llc | Poughkeepsie | NY | 05/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2023 | Present |
| Babson College | Wellesley | VA | 09/2018 | 08/2020 |
| Bank Of America, N.A. | New York | NY | 04/2023 | Present |
I*1169269For profit or not for profit: Entity CharitableName of outside business organization: Community Foundations of the Hudson ValleyInvestment related: NAddress of business: Poughkeepsie, New York, 12603Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Nominating committee","Other"]]Start date of relationship: 7/5/2022Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0Duties: The Community Foundations of the Hudson Valley works to strengthen our community by helping individuals, businesses and organizations establish and administer funds that support vital causes and charities.my role as a board member extends to being a part of the Grants committee (choosing foundations to donate to) and the Diversity Equity & Inclusion Committee I*1797339, Entity Type: Entity Charitable Name of OBA: Chamber of Commerce of Washington Heights and Inwood Address: New York, New York 10033 Investment Related: N Position, Title, Association: Board Member Employee Start Date: 05/20/2024 No Hours: 2 No Hours during trading: 0 Duties: The Chamber of Commerce of Washington Heights and Inwood supports and fosters an environment to stimulate and support local businesses and to help improve overall conditions in the community. As a Board Member I will help the chamber in their efforts to improve the Washington heights neighborhood through various events and meetings. I*4519308 Entity Type: N/A Name of OBA: Courtside Moms Media Address: Carnegie, Pennsylvania, 15106 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/15/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Courtside Moms Media was built on vision, purpose, and the belief that strong voices and strong leadership build strong communities. Courtside Moms Media is a platform created by two basketball moms who saw the need to educate and empower the families behind professional athletes. As a former athlete, CSMM is looking to bring me on for my athlete perspective / experiences to help continue to elevate CSMM in the basketball space.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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