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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-09 |
Branch Locations
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bofa Securities, Inc. | New York | NY | 06/2021 | 08/2025 |
| U.S. Bank Global Fund Services | Hackensack | NJ | 03/2018 | 06/2021 |
| Hudson River Group | Tarrytown | NY | 11/2017 | 02/2018 |
| Colgate University | Hamilton | NY | 08/2013 | 05/2017 |
| Unemployed | Nutley | NJ | 05/2017 | 11/2017 |
| Wealthspire Advisors | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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