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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
| NY | RA | APPROVED | 2021-12-21 |
Branch Locations
One Bryant Park Pbig - New York, New York, NY 10036 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 06/2018 | 12/2018 |
| Tape-Rite, Co., Inc. | New Hyde Park | NY | 01/2008 | 05/2018 |
| Unemployed | Oyster Bay | NY | 01/2019 | 05/2019 |
| David Lerner Associates | Syosset | NY | 05/2019 | 03/2020 |
| David Lerner Associates | Syosset | NY | 03/2020 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2021 | Present |
| Macy's | Hicksville | NY | 10/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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