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1201 Network Centre Drive, Effingham, IL 62401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-08 |
Branch Locations
120 White Plains Road Suite 135, Tarrytown, NY 10591 • United States
1201 Network Centre Drive, Effingham, IL 62401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Croton On Hudson | NY | 08/2024 | 04/2025 |
| Unemployed | New Rochelle | NY | 04/2024 | 08/2024 |
| Midland Wealth Advisors, Llc | Tarrytown | NY | 04/2025 | Present |
| Wells Fargo Advisors | Croton On Hudson | NY | 09/2024 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Croton On Hudson | NY | 09/2024 | 04/2025 |
| Citibank | Greenburgh | NY | 11/2015 | 03/2024 |
| Citigroup Global Markets Inc. | Pelham Manor | NY | 12/2015 | 04/2024 |
| Citigroup Global Markets Inc. | Pelham Manor | NJ | 06/2020 | 04/2024 |
1); Lasalle St. Insurance Services, Inc.; Not investment-related; Tarrytown, New York 10591; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
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