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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
292 Pequot Ave, Floor 02, Southport, CT 06890 • United States
559 Newfield Ave, Stamford, CT 06905 • United States
292 Pequot Avenue Floor 2, Southport, CT 06890 • United States
21 Spring Streeet, Ossining, NY 10562 • United States
165 Noroton Ave, Darien, CT 06820 • United States
230 Saw Mill River Road, Millwood, NY 10546 • United States
16 East Main Street, Mount Kisco, NY 10549 • United States
417 King Street, Chappaqua, NY 10514 • United States
480 Bedford Rd, Chappaqua, NY 10514 • United States
20 N Salem Rd, Cross River, NY 10518 • United States
171 S. Riverside Avenue, Croton On Hudson, NY 10520 • United States
140 Katonah Ave, Katonah, NY 10536 • United States
400 Main St Ste 1, Armonk, NY 10504 • United States
2003 Albany Post Road, Croton-On-Hudson, NY 10520 • United States
122 Main St, New Canaan, CT 06840 • United States
454 Post Road, Darien, CT 06820 • United States
1100 Pleasantville Road, Briarcliff, NY 10510 • United States
1037 High Ridge Road, Stamford, CT 06905 • United States
420 Old Post Road, Bedford, NY 10506 • United States
35 Washington Ave, Pleasantville, NY 10570 • United States
33 Old Ridgefield Rd., Wilton, CT 06897 • United States
45 Prospect Street, Stamford, CT 06901 • United States
1073 North Street, Greenwich, CT 06831 • United States
1946 Pleasantville Rd, Briarcliff, NY 10510 • United States
34 Danbury Road, Wilton, CT 06897 • 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 |
|---|---|---|---|---|
| Santander Bank, Na | Southington | CT | 05/2016 | 08/2018 |
| Santander Securities, Llc | Dorchester | MA | 05/2016 | 08/2018 |
| Key Investment Services Llc | Manchester | CT | 09/2018 | 03/2019 |
| Keybank/Keycorp And Its Affiliates | North Haven | CT | 09/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wallingford | CT | 03/2019 | 07/2025 |
| Bank Of America, N.A. | Wallingford | CT | 03/2019 | 07/2025 |
| J.P. Morgan Securities Llc | Southport | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-30 |
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