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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-02 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watertown Savings Bank | Watertown | NY | 08/2014 | 10/2021 |
| Foy Benefits | Watertown | NY | 11/2021 | 02/2022 |
| Leader Bank | Arlington | MA | 03/2022 | 04/2025 |
| Door Dash | Rochester | NY | 05/2025 | 02/2026 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-04 |
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