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1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-11 |
Branch Locations
1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton College | Clinton | NY | 09/2017 | 05/2021 |
| The Bronx High School Of Science | Bronx | NY | 09/2013 | 06/2017 |
| American Portfolio Financial Services, Inc. | Holbrook | NY | 07/2019 | 08/2019 |
| Rpr Ventures, Llc | Long Island City | NY | 06/2020 | 08/2020 |
| Joseph Gunnar & Co., Llc | New York | NY | 07/2021 | 09/2021 |
| Morgan Stanley | New York | NY | 12/2021 | 03/2025 |
| Cohen & Steers Securities, Llc | New York | NY | 03/2025 | Present |
| Cohen & Steers Capital Management, Inc. | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-07 |
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