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1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-23 |
| VA | RA | APPROVED | 2025-11-06 |
| WV | RA | APPROVED | 2025-11-06 |
| MD | RA | APPROVED | 2025-11-05 |
Branch Locations
Clarksburg, MD • United States
1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | New York | NY | 10/2010 | 12/2018 |
| Neuberger Berman | Chicago | IL | 12/2018 | 09/2021 |
| Pacer Financial, Inc. | Malvern | PA | 09/2021 | 09/2025 |
| Pacer Advisors, Inc. | Malvern | PA | 09/2021 | 09/2025 |
| Cohen & Steers Securities, Llc | New York | NY | 10/2025 | Present |
| Cohen & Steers Capital Management Inc. | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-15 |
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