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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-12 |
Branch Locations
16 Hill Street Suite 6, Southampton, NY 11968 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg Llp | New York | NY | 11/2024 | 12/2024 |
| Aji 53 | Smithown | NY | 06/2019 | 11/2024 |
| Kpmg Llp | New York | NY | 06/2023 | 09/2023 |
| Nicholas Massimo - Equitable Advisors | Melville | NY | 05/2022 | 08/2022 |
| Stony Brook University | Stony Brook | NY | 09/2020 | 05/2024 |
| Long Island University | Greenvale | NY | 08/2019 | 05/2020 |
| Smithtown High School West | Smithtown | NY | 09/2015 | 06/2019 |
| Unemployed | Smithtown | NY | 01/2025 | 03/2025 |
| Nicholas Massimo - Equitable Advisors | Woodbury | NY | 03/2025 | 05/2025 |
| Equitable Advisors | Melville | NY | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Southampton | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
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