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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mtms (Money Tree Merchant Service) | Melville | NY | 05/2024 | 11/2024 |
| Uncle Giuseppes | Melville | NY | 05/2020 | 06/2020 |
| Indiana University | Indianapolis | IN | 08/2020 | 07/2024 |
| Unemployed | Dix Hills | NY | 03/2016 | 04/2020 |
| Unemployed | Dix Hills | NY | 07/2020 | 07/2020 |
| Unemployed | Dix Hills | NY | 12/2024 | 04/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 07/2026 | Present |
Name of the other business- Equitable advisors Whether the business is investment-related- Yes Address of the other business- Melville, New York Nature of the other business- None Your position- Wealth Management associate Title, or relationship with the other business- None, left the company months ago Start date of your relationship- April 2026 Approximate number of hours/months you devote to the other business-0 Number of hours you devote to the other business during securities trading hours-0 Briefly describe your duties relating to the other business-0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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