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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2017-11-17 |
| CT | RA | APPROVED | 2017-06-05 |
Branch Locations
6423 Montgomery St Ste 10 2Nd Fl, Rhinebeck, NY 12572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingston | NY | 06/2016 | 05/2017 |
| Bank Of America, N.A. | Kingston | NY | 11/2016 | 05/2017 |
| Wells Fargo Clearing Services Llc | Rhinebeck | NY | 06/2017 | Present |
PRIDE PREMIER RENTALS LLC, INV RELATED, RED HOOK, NY, 50% OWNER, START 7/31/2018, 10 HOURS PER MONTH/0 DURING TRADING, DUTIES: BUY PROPERTY. RENTAL PROPERTY, INV RELATED, POUGHKEEPSIE, NY, 50% OWNERSHIP, START 11/27/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-12 |
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