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1400 Broadway 16Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-20 |
| NY | RA | APPROVED | 2025-03-20 |
Branch Locations
2033 N Main St. Ste 1050, Walnut Creek, CA 94596 • United States
2033 N Main St. Ste 1050, Walnut Creek, CA 94596 • United States
1400 Broadway, 16Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Private Bank | New York | NY | 07/2010 | 11/2024 |
| Hsbc Securities (Usa) Inc. | New York | NY | 10/2020 | 02/2023 |
| Hsbc Securities (Usa) Inc. | New York | NY | 02/2023 | 11/2024 |
| Unemployed | Lafayette | CA | 12/2024 | 03/2025 |
| Flagstar Advisors/Flagstar Bank, N.A. | Walnut Creek | CA | 03/2025 | Present |
| Flagstar Bank, N.A. | Walnut Creek | CA | 03/2025 | Present |
Flagstar Bank, N.A..; Not Investment Related; 102 Duffy Avenue, Hicksville, NY 11801; Employed as Head of Private Banking & Wealth Management; Started March 2025; Full time employment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-14 |
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