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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| NY | RA | APPROVED | 2024-12-04 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2024 | 11/2024 |
| Mccarthy Tents And Events | Rochester | NY | 06/2018 | 08/2018 |
| Marble Slab Creamery | Rochester | NY | 06/2018 | 08/2018 |
| Greenlight Networks | Rochester | NY | 06/2019 | 08/2019 |
| Greenlight Networks | Rochester | NY | 06/2020 | 08/2020 |
| Medallion Wealth Management | Sewickley | PA | 06/2021 | 08/2021 |
| Northern Technical Sales | Rochester | NY | 09/2022 | 04/2024 |
| Mcquaid Jesuit High School | Rochester | NY | 09/2013 | 06/2018 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2018 | 05/2022 |
| Unemployed | Rochester | NY | 06/2022 | 08/2022 |
| Unemployed | Rochester | NY | 09/2023 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 11/2024 | Present |
| Bank Of America, N.A. | Pittsford | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-07 |
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