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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-04-25 |
| NY | RA | APPROVED | 2021-05-07 |
| FL | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2020-03-11 |
Branch Locations
66 Hudson Boulevard East, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Philadelphia | PA | 06/2014 | Present |
Count: 1 1) BusinessName: Exit Planning Exchange ("XPX") - Long Island Chapter INVESTMENT RELATED: No ADDRESS: Virtual networking group, no formal address NATURE OF BUSINESS: President of the Long Island chapter of the Exit Planning Exchange. In this role, I will lead the group's efforts to host 10 breakfasts per year, and build a networking group focused on servicing business owners. POSITION: President RELATIONSHIP: 2026-06-09 APPROXIMATE NUMBER HOURS: 2 hours/month, 0 hours during trading hours YOUR DUTIES: Lead board meetings, design programming, host social events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-01 |
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