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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Garden City | NY | 10/2011 | 02/2020 |
| E*Trade Securities Llc | Garden City | NY | 10/2011 | 02/2020 |
| E*Trade Securities Llc | Garden City | NY | 02/2020 | 08/2023 |
| E*Trade Capital Management Llc | Garden City | NY | 02/2020 | 08/2023 |
| Morgan Stanley | Garden City | NY | 01/2023 | 08/2023 |
| Fidelity Investments | Roslyn | NY | 08/2023 | 03/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Morgan Stanley | Garden City | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-15 |
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