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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| NY | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hofstra University | Bethpage | NY | 09/2019 | 12/2020 |
| Lourdes Place | Oyster Bay | NY | 01/2017 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Hicksville | NY | 09/2021 | Present |
| J.P. Morgan Securities Llc | Hicksville | NY | 09/2021 | Present |
| Joseph Stone Capital Llc | Mineola | NY | 06/2021 | 08/2021 |
| Unemployed | Bethpage | NY | 08/2016 | 12/2016 |
| 501 E Pulaski Ave Llc | Massapequa Park | NY | 03/2024 | Present |
| 1901 W Dartmouth St Llc | Massapequa Park | NY | 05/2024 | Present |
Entity Name: 1901 W DARTMOUTH ST LLC Investment related: No Address: Massapequa Park New York 11762 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/22/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential Property Manager Entity Name: 501 e pulaski ave llc Investment related: No Address: massapequa park ny 11762 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/29/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: property manager, manage real estate remotely
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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