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Staten Island, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Services Co., Inc. | Jersey City | NJ | 05/2010 | 12/2020 |
| Robinhood Markets, Inc. | New York City | NY | 03/2021 | 04/2022 |
| Robinhood Financial, Llc | New York | NY | 03/2021 | 04/2022 |
| Td Ameritrade Clearing, Inc. | Jersey City | NJ | 02/2012 | 12/2020 |
| Td Ameritrade, Inc. | Jersey City | NJ | 05/2010 | 12/2020 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 04/2022 | 06/2024 |
| Jp Morgan Securities, Llc | New York | NY | 04/2022 | 06/2024 |
| Self-Employed | Staten Island | NY | 07/2024 | Present |
Name of Outside Business: New Jersey City University; Investment Related: No; Address of Outside Business: Jersey City, NJ; Nature of Outside Business: Educational Provider; Position: Adjunct Faculty; Start Date:9/1/2018; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Teaching a class part time as part of its adjunct faculty. Name of Outside Business: St. John's University; Investment Related: No; Address of Outside Business: Queens, NY; Nature of Outside Business: Educational Provider; Position: Adjunct Faculty; Start Date:9/1/2022; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Teaching a class part time as part of its adjunct faculty. Name of Outside Business: Ye Olde Tavern; Investment Related: No; Address of Outside Business: Manchester Center, VT; Nature of Outside Business: Restaurant; Position: Owner; Start Date:5/16/2022; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: General management duties. Name of Outside Business: Phoenix-Veritas Consulting; Investment Related: No; Address of Outside Business: Staten Island, VT; Nature of Outside Business: Consulting; Position: Owner; Start Date:7/1/2024; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: General management duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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