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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-19 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-02-24 |
| NJ | RA | APPROVED | 2017-10-24 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggio Cpas | Rochester | NY | 01/2016 | 12/2016 |
| Rbc Wealth Management | Rochester | NY | 01/2016 | 01/2017 |
| Rite Aid Pharmacy | Baldwinsville | NY | 05/2012 | 05/2018 |
| Manning And Napier | Rochester | NY | 01/2017 | 05/2017 |
| St. John Fisher College | East Rochester | NY | 09/2013 | 05/2017 |
| Morgan Stanley | Winter Park | FL | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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