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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-25 |
| NY | RA | APPROVED | 2022-06-03 |
Branch Locations
20 Cedar St Suite 105, New Rochelle, NY 10801-5247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp | Melville | NY | 01/2021 | 03/2021 |
| Fortis Lux Financical | Tarrytown | NY | 04/2020 | 11/2020 |
| Symmetry Financial Group | Greenvale | NY | 03/2019 | 09/2019 |
| Elite Contracting | Yonkers | NY | 01/2018 | 05/2018 |
| Larchmont Vision Care | Larchmont | NY | 07/2014 | 05/2022 |
| Fordham University | Bronx | NY | 09/2014 | 12/2017 |
| Morgan Stanley | Purchase | NY | 08/2016 | 12/2016 |
| Gpb Capital | New York | NY | 06/2017 | 08/2017 |
| National Securities Corporation | Melville | NY | 04/2021 | 06/2022 |
| National Asset Management | Melville | NY | 06/2021 | 06/2022 |
| Edward Jones | St. Louis | MO | 06/2022 | Present |
| Blue Cross Blue Sheild | Melville | NY | 08/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-03 |
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