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225 Broadhollow Road Suite 410, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-07 |
Branch Locations
225 Broadhollow Road Suite 410, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Stamford | CT | 01/2013 | 11/2019 |
| Charles Schwab & Co., Inc | Stamford | CT | 01/2013 | 11/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 11/2019 | 05/2022 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | 01/2024 |
| Element Financial Group | New York | NY | 05/2022 | 01/2024 |
| J.J. Burns & Company | Melville | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-11 |
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
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