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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
| NY | RA | APPROVED | 2025-12-12 |
Branch Locations
1211 Ave Of The Americas 27Th Fl, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Extended Travel | Plandome | NY | 06/2018 | 08/2019 |
| Pennslvania State University | State College | PA | 08/2014 | 05/2018 |
| Rockefeller Group | New York | NY | 06/2017 | 08/2017 |
| Unemployed | Plandome | NY | 02/2020 | 03/2020 |
| Equitable Advisors | New York City | NY | 02/2020 | 12/2020 |
| Merrill Lynch | Great Neck | NY | 09/2019 | 02/2020 |
| Student | Plandome | NY | 02/2011 | 09/2019 |
| Unemployed | Plandome | NY | 12/2020 | 01/2021 |
| Axa Advisors Llc | New York | NY | 04/2020 | 06/2020 |
| Northwestern Mutual Investment Services Llc | Garden City | NY | 02/2021 | 01/2022 |
| Oppenheimer & Co. Inc. | New York City | NY | 07/2023 | 12/2025 |
| Unemployed | Plandome | NY | 01/2022 | 07/2023 |
| Wells Fargo Clearing Services, Llc ( | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
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