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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-07 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
2649 South Road Suite 102, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Poughkeepsie | NY | 09/2024 | 04/2026 |
| New York University | New York | NY | 09/2020 | 08/2024 |
| Trinity Pawling | Pawling | NY | 07/2016 | 05/2018 |
| Choate Rosemary Hall | Wallingford | CT | 06/2018 | 08/2020 |
| Arax Advisory Partners | Poughkeepsie | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-05 |
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