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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-20 |
| CT | RA | APPROVED | 2024-11-05 |
Branch Locations
263 Tresser Blvd Suite 500, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2015 | 05/2018 |
| Citigroup | New York | NY | 01/2022 | 06/2024 |
| Citigroup | New York | NY | 05/2018 | 08/2018 |
| Citigroup | New York | NY | 08/2018 | 12/2021 |
| Oppenheimer & Co. Inc. | Stamford | CT | 10/2024 | Present |
| Unemployed | New York | NY | 06/2024 | 10/2024 |
I AM A SOCIAL EVENTS COMMITTEE BOARD MEMEBER OF THE NEW YORK ATHLETIC CLUB. NO INVESTMENTS. 0-1 HOURS PER MONTH TIME SPENT, 0 HOURS DURING TRADING HOURS. NO BUSINESS RELATIONSHIPS, ROLE: HELP PLAN PARTIES FOR CLUB MEMBERS. STARTED JULY 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
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