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120 West 45Th Street Suite 3800, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| NY | RA | APPROVED | 2021-06-17 |
Branch Locations
120 West 45Th Street Suite 3800, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | New York | NY | 07/2012 | 07/2020 |
| Klingman & Associates, Inc | New York | NY | 07/2012 | Present |
1) Name of Business : NA Address: 120 West 45th Street, Suite 3800,New York, NY Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 07/2012 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: insurance sales .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-01 |
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