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245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-11 |
Branch Locations
245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 09/2019 | 05/2020 |
| J Michael Shoes | Syracuse | NY | 08/2018 | 06/2019 |
| Cox Automotive Inc. | Atlanta | GA | 05/2018 | 08/2018 |
| Morgan Stanley | Atlanta | GA | 06/2017 | 08/2017 |
| Syracuse University | Syracuse | NY | 08/2015 | 05/2019 |
| First Republic Investment Management Inc | New York | NY | 05/2020 | 04/2022 |
| First Republic Securities Company, Llc | New York | NY | 05/2020 | 04/2022 |
| Yieldstreet | New York | NY | 04/2022 | Present |
Name of the other business: Fora Travel Inc. Is the business investment-related? No. Address of the other business: The headquarters are 228 Park Ave South, Suite 53272, New York, NY 10003 but I work remotely, mostly from home. Nature of the other business: Independent travel agency services, including booking accommodations, tours, and transportation for clients. Your position/title and relationship with the other business: Independent Travel Agent, contractor with Fora Travel Inc. Start date of relationship: July 2025 Approximate number of hours per month: 20-40 hours per month. About 5-10 hours a weekend. Number of hours devoted during securities trading hours: 0 hours. Brief description of duties: I act as an independent contractor providing travel planning services. My duties include researching destinations, coordinating logistics for clients, booking travel reservations, and managing client itineraries. All activities are performed on weekends and outside of standard market trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-31 |
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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