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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-05 |
Branch Locations
Two Jericho Plaza, Jericho, NY 11753 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Summit | NJ | 11/2013 | 11/2016 |
| Wells Fargo Bank Na | Summit | NJ | 03/2012 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 05/2018 |
| Ubs Financial Services Inc. | New York | NY | 05/2018 | 06/2019 |
| Wells Fargo Bank, Na | New York | NY | 11/2019 | 01/2020 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2019 | 01/2020 |
| Unemployed | Scotch Plains | NJ | 07/2019 | 10/2019 |
| Santander Bank, Na | Boston | MA | 01/2020 | 12/2020 |
| Santander Securities, Llc | Dorchester | MA | 01/2020 | 12/2020 |
| Santander Securities, Llc | Dorchester | MA | 02/2021 | 06/2022 |
| Santander Bank, Na | Boston | MA | 01/2021 | 06/2022 |
| Unemployed | Wantagh | NY | 12/2020 | 01/2021 |
| Morgan Stanley | Garden City | NY | 06/2022 | Present |
| Mrogan Stanley Private Bank, N.A. | Garden City | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
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