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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| NY | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual - Center Of Wealth Preservation | Syosset | NY | 06/2024 | 01/2025 |
| Stifel Financial Corp | Garden City | NY | 06/2023 | 08/2023 |
| University Of Florida | Gainesville | FL | 08/2021 | 05/2025 |
| Wheatley High School | Old Westbury | NY | 06/2015 | 06/2021 |
| Unemployed | Old Westbury | NY | 06/2025 | 09/2025 |
| Equitable Advisors, Llc. | New York | NY | 09/2025 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawrence | NY | 11/2025 | Present |
| Kappa Alpha Theta Fraternity Housing Corporation | Gainesville | FL | 08/2022 | 11/2022 |
| Bank Of America, N.A. | Lawrence | NY | 01/2026 | Present |
I*3241265, Entity Type: Entity For Profit, Name of OBA: Rose Gold Presents, Address: New York, New York, 10001, Investment Related: N, Position, Title, Association: Other, Employee State Date: 09/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Provide occasional promotional outreach for select ticketed social events. Role is limited to sharing event information within my personal network to support attendance. Compensation is small and commission based. Activity is infrequent (Few times per year) and performed only outside Bank of America working hours. No advisory, financial, or operational responsibilities. Promotional Hospitality organization that coordinated ticketed social events. Provided marketing support to drive attendance. The organization earns revenue through ticket sales, bar revenue, ect...
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-03 |
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