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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Asset Management | Doylestown | PA | 06/2020 | 05/2022 |
| Minnesota Life Insurance Company | St Paul | MN | 06/2020 | 05/2022 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 05/2022 |
| Securian Financial Services Inc | St Paul | MN | 05/2020 | 06/2020 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Fisher College Of Business | Columbus | OH | 08/2018 | 05/2020 |
| Bonifacio | Columbus | OH | 01/2019 | 03/2020 |
| Iron Hill Brewery | Chester | PA | 06/2017 | 08/2018 |
| The Wiley Group | Conshohocken | PA | 06/2017 | 08/2017 |
| Caterer | Philadelphia | PA | 05/2011 | 06/2022 |
| Morgan Stanley | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-27 |
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