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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-30 |
| NJ | RA | APPROVED | 2024-04-09 |
| CT | RA | APPROVED | 2024-04-08 |
| NY | RA | APPROVED | 2024-03-15 |
Branch Locations
2549 Hempstead Tpke, East Meadow, NY 11554 • United States
324 So. Service Road, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Massapequa | NY | 06/2022 | 03/2024 |
| Pfs Investments Inc. | Massapequa | NY | 08/2022 | 03/2024 |
| Natwest Group | London Uk | 07/2018 | 11/2021 | |
| Hsbc | London Uk | 03/2015 | 04/2018 | |
| Unemployed | Roslyn | NY | 11/2021 | 04/2022 |
| Td Bank N.A. | East Meadow | NY | 03/2024 | Present |
| Td Private Client Wealth Llc | East Meadow, | NY | 03/2024 | Present |
| Schooley Mitchell Of Roslyn | Roslyn | NY | 04/2022 | 01/2024 |
| Unemployed | London | 04/2018 | 07/2018 |
Marylebone Road LLC (dba Schooley Mitchell of Roslyn), Not Investment Related, Cost consulting, Roslyn, NY, Owner, 04/2022 to Present, no time spent at present - franchise agreement still in place until termination agreed with owner but LLC now dissolved with NYS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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