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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | White Plains | NY | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | 04/2021 |
| Snowden Lane Partners | New York | NY | 04/2021 | Present |
Playa Please Inc. Bronx, NY; Partner in rental property business (6/9/2022). Not investment related. Will maintain property and collect rent. Rent is the compensation. Only a one hour devoted to business per month during non-trading hours. Golden Gate Capital Holdings LLC; Owner; This company is a personal investment holding company established for estate planning purposes.; 1-5 hours per month during non-business hours; no compensation; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-17 |
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