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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-10 |
| NY | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED_RES | 2025-11-17 |
Branch Locations
401 Franklin Ave Suite 206, Garden City, NY 11530 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | White Plains | NY | 10/2010 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 11/2025 | Present |
1) 43 paula ave llc / Other / rental property / rental income / Proprietor / owner / property management /// 2) 20 yonkers terrace llc / Other / rental property / rental income / Proprietor / owner / property management Rental Property - 20 Yonkers; Inv-related; yonkers, NY; rental income; 100% Ownership; Start Date 11/11/2025, 10 hrs per month; 10 during trading Blueprint Wealth Advisors, LLC; Inv-related; kinnelon, NJ, finet practice; 50% Ownership; Start Date 11/12/2025, 160 hrs per month; 160 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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