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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
534 Broadhollow Rd Suite 200 2Nd Fl, Melville , NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 05/2022 | 01/2026 |
| Toms Capital | New York | NY | 07/2021 | 04/2022 |
| Force Hill Capital Management | New York | NY | 10/2019 | 07/2021 |
| Latimer Light Capital | New York | NY | 05/2018 | 12/2018 |
| Kavi Asset Management | New York | NY | 03/2015 | 05/2018 |
| Unemployed | New York | NY | 01/2019 | 10/2019 |
| Bank Of America, N.A. | Melville | NY | 08/2022 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 01/2026 | Present |
I*1415262 For profit or not for profit: Name of outside business organization: Brooke Jackman Foundation Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I will be Co-Chair for this years annual Brooke Jackman Foundation Benefit which is October 26th.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-18 |
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