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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-02 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Brokers | Greenwich | CT | 02/2013 | 09/2017 |
| Royal Alliance | Phoenix | AZ | 10/2017 | 12/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 12/2023 |
| Snowden Lane Partners | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-13 |
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