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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED_RES | 2012-07-12 |
| RI | RA | APPROVED | 2012-06-21 |
Branch Locations
4912 Tamiami Trl E Ci Client Management, Naples, FL 34113 • United States
11333 Mccormick Rd Ci Client Management, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner &Amp; Smith Inc | Lincoln | RI | 05/2012 | Present |
| Bank Of America, N.A. | Naples | FL | 08/2022 | Present |
I*106933 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: San Francisco, California 94104 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 7/2/2017 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Giving people rides for a fee I*107784 For profit or not for profit: For-Profit Organization Name of outside business organization: Lyft Investment related: N Address of business: San Francisco, California 94107 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 8/11/2017 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Giving people rides for a fee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-05 |
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