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White Plains, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Portchester | NY | 12/2022 | 12/2022 |
| Prudential | White Plains | NY | 10/2023 | 03/2024 |
| Franklin Grant Properties | White Plains | NY | 02/2008 | 10/2023 |
| Allstate | White Plains | NY | 09/2022 | 10/2023 |
| Thrivent Financial | White Plains | NY | 05/2022 | 09/2022 |
| Allstate | White Plains | NY | 11/2019 | 12/2019 |
| David Lerner Associates Inc. | White Plains | NY | 12/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith | White Plains | NY | 06/2019 | 10/2019 |
| Bank Of America | White Plains | NY | 08/2019 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith | White Plains | NY | 04/2020 | 12/2021 |
| Bank Of America | White Plains | NY | 06/2020 | 12/2021 |
| Prudential | White Plains | NY | 03/2022 | 04/2022 |
| New Rochelle Toyota | New Rochelle | NY | 01/2023 | 02/2023 |
| Mogul Bail Holdings Llc | White Plains | NY | 07/2023 | 09/2023 |
| New York Life | Melville | NY | 07/2018 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2024 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Stamford | CT | 03/2024 | 07/2024 |
| Century 21 Elite | White Plains | NY | 08/2024 | 02/2025 |
| Mml Investors Services Llc | White Plains | NY | 08/2024 | 06/2025 |
| Massmutual Life Insurance Company | White Plains | NY | 07/2024 | 06/2025 |
| Mogul Protection Agency, Llc | White Plains | NY | 01/2023 | Present |
| Pruco Securities Llc | White Plains | NY | 10/2023 | 03/2024 |
| Allstate Financial Advisors Llc | White Plains | NY | 09/2022 | 10/2023 |
| Allstate Financial Services Llc | White Plains | NY | 09/2022 | 10/2023 |
| Thrivent Investment Management Inc. | White Plains | NY | 02/2022 | 09/2022 |
| Pruco Securities Llc | White Plains | NY | 01/2022 | 04/2022 |
| Allstate Financial Services Llc | White Plains | NY | 11/2019 | 12/2019 |
| Nylife Securities Llc | Melville | NY | 04/2018 | 06/2019 |
| David Lerner Associates Inc. | White Plains | NY | 09/2017 | 11/2017 |
| Velbridge Wealth Advisors Llc | White Plains | NY | 07/2025 | Present |
NAME: MOGUL PROTECTION AGENCY LLC INV REL: N ADD: 1 CITY PLACE, WHITE PLAINS NY 10601 NATURE: PRIVATE INVESTIGATOR POSITION: OWNER START DATE: 1/2/2023 NO HRS/MO: 7 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BACKGROUND CHECKS AND PRIVATE SECURITY. (2) NAME: CHURCH OF SCIENTOLOGY - CCNY INV REL: N ADD: 65 E 82ND ST NEW YORK, NY 10028 NATURE: RELIGIOUS ORGANIZATION POSITION: DIR. OF REGISTRATION START DATE: 03/15/2025 No. HR/MO: 20. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: EDUCATE NEW AND CURRENT CHURCH MEMBERS ON THE TOOLS TO MOVE UP IN THE CHURCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-15 |
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