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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-23 |
Branch Locations
1663 East 17Th Street, Brooklyn, NY 11229 • United States
290 Avenue X, Floor 01, Brooklyn, NY 11223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Lawrenceville | NJ | 07/2016 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 06/2020 |
| Uber | Clifton | NJ | 07/2015 | 12/2018 |
| Equitable Advisors, Llc | New York | NY | 08/2017 | 06/2023 |
| Td Private Client Wealth Llc | Brooklyn | NY | 06/2023 | 07/2024 |
| Td Bank N.A. | Brooklyn | NY | 06/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 07/2024 | Present |
| J.P. Morgan Securities Llc | Brooklyn | NY | 07/2024 | Present |
| Equitable Finl | New York | NY | 08/2017 | 07/2023 |
| Amazon | New York | NY | 10/2019 | 09/2021 |
| S And R Liquor Closter Llc | New York | NY | 08/2019 | 01/2020 |
| Sunnymac Llc | New York | NY | 06/2019 | 07/2019 |
| Workforce Logiq | New York | NY | 02/2017 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-12 |
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