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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Institutions, Inc. | Meriden | CT | 05/2026 | Present |
| Rhinebeck Bank | Rhinebeck | NY | 05/2026 | Present |
| Suny Cortland | Cortland | NY | 09/2022 | 05/2025 |
| 88 Charles | Montgomery | NY | 12/2024 | 01/2025 |
| Crystal Pool & Spa | Montgomery | NY | 06/2023 | 08/2023 |
| College Of St. Rose | Albany | NY | 09/2021 | 12/2021 |
| Grappa Ristorante | Warwick | NY | 10/2020 | 08/2023 |
| Scotch Bonnet | Middletown | NY | 10/2019 | 03/2020 |
| Goshen High School | Goshen | NY | 09/2017 | 06/2021 |
| C.J. Hooker Middle School | Goshen | NY | 09/2015 | 06/2017 |
| Mast Construction | Goshen | NY | 06/2024 | 08/2024 |
| Unemployed | Middletown | NY | 07/2017 | 08/2018 |
| Unemployed | Middletown | NY | 05/2025 | 06/2025 |
| Equitable Advisors | New York | NY | 06/2025 | 10/2025 |
| Brent T Mentro's Insurance Agency | Goshen | NY | 10/2025 | 05/2026 |
| State Farm Vp Management Corp | Goshen | NY | 11/2025 | 05/2026 |
1.) Rhinebeck Bank. Yes, investment related. Started May 2026. Licensed Premier Relationship Banker. Approx 160 hours per month. Approx 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-10 |
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