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100 Pine Street Suite 2600, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
100 Pine Street Suite 2600, San Francisco, CA 94111 • United States
One World Trade Center Suite 86A, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2013 | 03/2017 |
| Bank Of America, N.A. | New York | NY | 10/2013 | 03/2017 |
| Avestar Capital, Llc | New York | NY | 03/2017 | 12/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | 05/2019 |
| Rockefeller Financial Llc | New York | NY | 01/2021 | 03/2026 |
| Jordan Park Group Llc | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-21 |
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