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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkeley County Schools | Martinsburg | WV | 05/2018 | 07/2026 |
| Walmart | Charles Town | WV | 04/2007 | 05/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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