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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-24 |
Branch Locations
One Manhattan West 395 9Th Ave, New York, NY 10001 • United States
Remsenburg, NY • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenox Advisors, Inc | New York | NY | 08/2016 | 01/2017 |
| Maxim Group | New York | NY | 11/2018 | 01/2019 |
| Raymond James & Associates, Inc. | New York | NY | 04/2019 | 06/2019 |
| Morgan Stanley | New York | NY | 06/2019 | 02/2023 |
| Independent Wealth Management | New York | NY | 02/2023 | 04/2024 |
| Independent Wealth Management | New York | NY | 01/2019 | 04/2019 |
| Independent Wealth Management | New York | NY | 01/2017 | 10/2018 |
| Tapfin/Ey | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-20 |
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