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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokertec Americas Llc | Jersey City | NJ | 01/2014 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2022 | 04/2024 |
| Unemployed | New York | NY | 02/2022 | 08/2022 |
| Bank Of America, N.A. | New York | NY | 10/2022 | 04/2024 |
| Nylife Securities Llc | New York | NY | 07/2024 | 08/2024 |
| New York Life Insurance Company | New York | NY | 06/2024 | 08/2024 |
| Janney Montgomery Scott Llc | New York | NY | 10/2024 | 09/2025 |
| Janney Montgomery Scott Llc | New York | NY | 09/2025 | 05/2026 |
| Morgan Stanley | Garden City | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-16 |
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