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777 Westchester Ave. Suite 101, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-07 |
| NY | RA | APPROVED | 2026-02-20 |
Branch Locations
777 Westchester Ave. Suite 101, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 01/2019 | 10/2020 |
| Equinox Fitness Club | Armonk | NY | 06/2017 | 01/2019 |
| Natchaug Mental Hospital | Mansfield | CT | 08/2016 | 04/2017 |
| University Of Connecticut | Storrs | CT | 08/2013 | 05/2017 |
| Insight Advisors, Llc | Newtown | PA | 10/2020 | Present |
| Prism Planning And Solutions Group | White Plains | NY | 02/2026 | Present |
Sunny Daze Laundromat, Administrator. Started 9/12/25. 428 Pembroke St, Bridgeport, CT 06608, 8 hours per month, none during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
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