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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
605 Crescent Executive Court 320, Lake Mary, FL 32746-2133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terra Capital Markets | New York, | NY | 04/2016 | 03/2017 |
| Unemployed | Orlando | FL | 04/2017 | 05/2017 |
| City National Rochdale | Lake Mary | FL | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
| S66 | Uniform Combined State Law Examination | 2005-07-07 |
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