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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2021 | 01/2022 |
| University Of Albany | Albany | NY | 08/2016 | 05/2020 |
| Mirbeau Inn & Spa | Skaneateles | NY | 07/2015 | 02/2021 |
| Northwestern Mutual | Albany | NY | 06/2019 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 03/2022 | 08/2024 |
| Black And Blue Steak And Crab | Albany | NY | 07/2019 | 07/2020 |
| Bank Of America, N.A. | Doylestown | PA | 04/2022 | 08/2024 |
| Morgan Stanley | Palm Beach | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-24 |
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