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51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
51 Madison Avenue, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | New York | NY | 02/2007 | 06/2019 |
| Cetera Advisor Networks | El Segundo | CA | 08/2019 | 02/2020 |
| Walnut Creek Wealth Management | Walnut Creek | CA | 07/2019 | 02/2020 |
| Rock Harbor, Llc | Bingham Farms | MI | 02/2020 | 03/2022 |
| Foreside Fund Services, Llc | Bingham Farms | MI | 03/2020 | 02/2022 |
| Putnam Investments/Putnam Retail Management | Boston | MA | 02/2022 | 01/2024 |
| New York Life Investments | Moraga | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-26 |
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