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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-04-28 |
| NJ | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 10/2017 | Present |
| Union Bank Of Switzerland | Hunt Valley | MD | 10/2016 | 08/2017 |
| The Wine Source | Baltimore | MD | 07/2016 | Present |
| Rochester Institute Of Technology | Rochester | NY | 09/2013 | 12/2016 |
| Bank Of America | New York | NY | 08/2020 | 03/2022 |
| Bank Of America, N.A. | Short Hills | NJ | 04/2022 | Present |
I*1269311 Entity Type; Charitable Name of outside business organization: Big Apple Recreation Sports Investment related: No Address of business: New York City, New York, 10150 Position, title, association: Referee Start date of relationship: 4/29/2023 Number of hours devoted: 3 hours Weekly Number of hours devoted during trading hours: 0 Duties: I referee sports matches for this non profit social league and get paid a low hourly rate, Refereeing a social sports league I*: 1922364 Entity Type: Charitable Name of OBA: The Gow School Address: South Wales, NY Investment Related: No Position, Title, Association: Board Member, Other Employee Start Date: 07/29/2024 Number of Hours: 20hrs mthly Number of Hours during trading: 0 Duties: Board of Directors. I*372963, Entity Type: Entity For Profit, Name of OBA: The Wine Source, Address: Baltimore, Maryland 21211, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 07/06/2016, No Hours: 200, No Hours during trading: 0, Duties: Family business, I work Holidays, weekends etc I*: 2835266 Entity Type: Charitable Name of OBA: USA Dodgeball Address: Buena Park, CA 80621 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 09/11/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: I was asked to be on the finance committee for general guidance on finance matters. I had worked with prior dodgeball organizations as well as my own LLC (which is in AIM), I would not have access to any funds or investments. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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