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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-20 |
| TX | RA | APPROVED | 2022-05-20 |
Branch Locations
1211 Avenue Of The Americas Suite 3300, New York, NY 10036 • United States
100 Second Avenue South Suite 800, St. Petersburg, FL 33701-4337 • United States
Lido Beach, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empire Wealth Strategies - Penn Mutual | New York | NY | 01/2016 | 10/2016 |
| Morgan Stanley | New York | NY | 06/2017 | 05/2022 |
| N/A | New York | NY | 11/2016 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 05/2022 |
| Rbc Capital Markets, Llc | St. Petersburg | FL | 05/2022 | Present |
| City National Bank | St. Petersburg | FL | 01/2023 | Present |
(1) *475733 - Filla; Investment related - No; NY, New York; Technology; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022 During business hours: 0; After business hours: 12; Sales/Marketing, Business Development/Growth (2) NAME OF ENTITY: Chaminade High School ADDRESS: 340 Jackson Ave Mineola NY 11501 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Aug 03, 2026 CAPACITY: Board of Directors DUTIES: Attending alumni board meetings and support alumni engagement and fundraising. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-06 |
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