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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-17 |
Branch Locations
1 Huntington Quad Ste 3N15, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffersons Ferry | Setauket | NY | 06/2015 | 08/2018 |
| Pseg | Hicksville | NY | 06/2018 | 08/2018 |
| Suny Cortland | Cortland | NY | 08/2016 | 05/2020 |
| Axa Advisors, Llc | Woodbury | NY | 06/2019 | 10/2019 |
| Equitable Advisors, Llc | New York | NY | 07/2020 | 12/2021 |
| Unemployed | East Setauket | NY | 06/2020 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 04/2024 |
| Ameriprise Financial Services, Llc | Melville | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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