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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's United Bank, Na | East Setauket | NY | 07/2015 | 01/2019 |
| People's Securities, Inc. | East Setauket | NY | 06/2016 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Sayville | NY | 01/2019 | 01/2020 |
| J.P. Morgan Securities Llc | Sayville | NY | 01/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southampton | NY | 01/2020 | 03/2024 |
| Raymond James & Associates Inc. | Garden City | NY | 04/2024 | 09/2025 |
| Morgan Stanley | Garden City | NY | 09/2025 | Present |
*662664 - Electric City Realty Corp.; Investment related: Yes; Center Moriches, New York; Rental Property; Sole Proprietor/Owner, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 10; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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