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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Melville | NY | 06/2021 | 10/2021 |
| Td Private Client Wealth Llc | Melville | NY | 06/2021 | 10/2021 |
| Unemployed | Sayville | NY | 02/2021 | 06/2021 |
| Fidelity Investments | White Plains | NY | 10/2021 | 04/2023 |
| Fidelity Personal And Workplace | White Plains | NY | 11/2021 | 04/2023 |
| Fidelity Brokerage Services Llc | White Plains | NY | 10/2021 | 04/2023 |
| J.P. Morgan Securities Llc | Hauppauge | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Hauppauge | NY | 09/2023 | Present |
| Td Ameritrade, Inc | Smithtown | NY | 02/2004 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Smithtown | NY | 12/2012 | 12/2020 |
| Charles Schwab | Forest Hills | NY | 01/2004 | 01/2021 |
| Unemployed | Sayville | NY | 05/2023 | 08/2023 |
| Td Waterhouse Investor Services Inc/Td Ameritrade | Smithtown | NY | 01/2004 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-16 |
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