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777 Westchester Ave. Suite 101, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-20 |
Branch Locations
777 Westchester Ave. Suite 101, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Greenwich | CT | 07/2011 | 10/2020 |
| Insight Advisors, Llc | Newtown | PA | 10/2020 | Present |
| Prism Planning And Solutions Group | White Plains | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-29 |
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