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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-27 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Brokers Llc | Greenwich | CT | 02/2016 | 12/2016 |
| Meyers Associates Lp | New York | NY | 12/2016 | 02/2017 |
| Fairport Advisors, Inc. | Greenwich | CT | 02/2017 | 10/2018 |
| Fairport Capital, Inc. | Greenwich | CT | 01/2019 | 06/2019 |
| Ubs | Weehawken | NJ | 06/2019 | 09/2021 |
| New York Life Insurance Company | New York | NY | 10/2021 | 10/2024 |
| Nylife Securities Llc | New York | NY | 10/2022 | 10/2024 |
| Eagle Strategies Llc | New York | NY | 11/2022 | 10/2024 |
| Idb Capital Corp. | Aventura | FL | 03/2025 | 07/2025 |
| Unemployed | Gainesville | FL | 10/2024 | 03/2025 |
| Phaxis | New York | NY | 03/2025 | 07/2025 |
| Morgan Stanley | Aventura | FL | 08/2025 | Present |
*654446 - SUGAR WOODS GVI LLC; Investment related: Yes; REDDICK; Florida; Real Estate; Sole Proprietor/Owner;(proprietor, partner, officer, director, employee, trustee, agent) 12/2022; During business hours: 0.15; After business hours: 0.35; Administrative *654465- GNV HOME GVII LLC; Investment related: Yes; GAINSVILLE, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2006; During business hours: 0.15; After business hours: 0.35; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-13 |
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