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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Maryland | College Park | MD | 06/2015 | 06/2017 |
| Beta Capital Securities Llc | Miami | FL | 07/2017 | 08/2017 |
| University Of Maryland | College Park | MD | 09/2017 | 05/2018 |
| Oracle Corporation | Redwood City | CA | 06/2018 | 08/2018 |
| University Of Maryland | College Park | MD | 09/2018 | 12/2018 |
| Non Applicable | Miami | FL | 01/2019 | 03/2019 |
| Oracle Corporation | Sunrise | FL | 04/2019 | 07/2019 |
| Magen Wealth Management Llc | Miami | FL | 07/2019 | 02/2020 |
| Hays Talent Solutions (Temp Company) | Mississauga | 02/2020 | 12/2020 | |
| Ubs Financial Services Inc | Miami | GA | 12/2020 | 12/2023 |
| Federated Securities Corp. | Pittsburgh | PA | 01/2024 | 05/2026 |
| Federated Hermes Inc. | Pittsburgh | PA | 01/2024 | 05/2026 |
| Federated Investment Counseling | Pittsburgh | PA | 01/2024 | 05/2026 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 01/2024 | 05/2026 |
| Federated Global Investment Management Corp. | New York | NY | 01/2024 | 05/2026 |
| Morgan Stanley | Miami | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
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