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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quinnipiac University | Hamden | CT | 08/2014 | 05/2018 |
| Home Advisor | New York | NY | 07/2018 | 02/2019 |
| Construction By Design | Hauppauge | NY | 06/2013 | 07/2018 |
| Mass Mutual Life Insurance Co | Hauppauge | NY | 05/2019 | 10/2020 |
| Mml Investors Services, Llc | Hauppauge | NY | 01/2020 | 10/2020 |
| Guardian Life Insurance Company | Garden City | NY | 10/2020 | 11/2024 |
| Park Avenue Securities | Garden City | NY | 10/2020 | 11/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-10 |
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