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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-23 |
| CT | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guilford | CT | 01/2024 | Present |
| Glk Solutions, Llc | Orange | CT | 02/2021 | 01/2024 |
| Gtmhub - (Now Called Quantitive) | Dover | DE | 10/2021 | 02/2022 |
| 4Over, Inc. | Glendale | CA | 02/2020 | 07/2020 |
| Shutterfly, Inc. | Fort Mill | SC | 04/2018 | 02/2020 |
| Rr Donnelley | New York | NY | 12/2013 | 10/2017 |
| Unemployed | Orange | CT | 07/2020 | 02/2021 |
| Unemployed | Orange | CT | 10/2017 | 04/2018 |
| Bank Of America, N.A | Guilford | CT | 03/2024 | Present |
I*4852267, Entity Type: , Name of OBA: MLPF& S CUST FPO B E K RRA FBO B E K, Address: Milford, Connecticut, 06460, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/08/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*4852270, Entity Type: , Name of OBA: MLPF& S CUST FPO B E K IRA FBO B E K, Address: Milford, Connecticut, 06460, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/08/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*4853267, Entity Type: , Name of OBA: MLPF& S CUST FPO L R K IRA FBO L R K, Address: Milford, Connecticut, 06460, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/08/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*4921267, Entity Type: , Name of OBA: MLPF& S CUST FPO L R K RRA FBO L R K, Address: Milford, Connecticut, 06460, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/01/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*4921268, Entity Type: , Name of OBA: L R K AND B E K JTWROS PLEDGED TO ML LENDER , Address: Milford, Connecticut, 06460, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/14/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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