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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2025 | Present |
| Landon School | Bethesda | MD | 01/2015 | 05/2021 |
| Villanova University | Villanova | PA | 08/2021 | 06/2022 |
| La Fitness | Wheaton | MD | 06/2022 | 08/2022 |
| Villanova University | Villanova | PA | 08/2022 | 05/2023 |
| Franklin Park Llc | Baka Cynwyd | PA | 06/2023 | 07/2023 |
| Villanova University | Villanova | PA | 08/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2024 | 08/2024 |
| Villanova University | Villanova | PA | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
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