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560 Lexington Avenue 16Th Floor, Suite B, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-27 |
| OH | RA | APPROVED | 2023-04-27 |
Branch Locations
560 Lexington Avenue 16Th Floor, Suite B, New York, NY 10022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | New York | NY | 01/2012 | 03/2018 |
| Janney Montgomery Scott Llc | Midtown | NY | 10/2018 | 02/2022 |
| Unemployed | Flushing | NY | 03/2018 | 10/2018 |
| Revere Securities Llc | New York | NY | 02/2022 | Present |
1) Bridge Street Development Corporation; Not Investment-related; Development of affordable housing, senior citizens service & community engagement; 460 Nostrand Ave. Brooklyn, NY 11216; start date 09/10/2012; board member; as a BM, participate on the finance, real estate/housing development and community engagement committees; 1.50hrs/month; not compensated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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