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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| CT | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Westport | CT | 06/2018 | 04/2022 |
| Bentley University | Waltham | MA | 09/2013 | 05/2017 |
| Robert Half | Stamford | CT | 11/2017 | 06/2018 |
| Unemployed | Stamford | CT | 06/2017 | 06/2017 |
| Accounting Principals Inc | Stamford | CT | 07/2017 | 08/2017 |
| Jpmorgan Chase Bank Na | Greenwich | CT | 04/2022 | 07/2024 |
| Jpmorgan Securities Llc | Greenwich | CT | 04/2022 | 07/2024 |
| Unemployed | Stamford | CT | 09/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2024 | Present |
| Unemployed | Stamford | CT | 08/2024 | 10/2024 |
| Bank Of America, N.A. | Boston | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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