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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-28 |
| CT | RA | APPROVED | 2023-07-07 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States
68 S Service Rd Ste 200 [Yi-Rbo], Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Larchmont | NY | 04/2014 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 05/2023 | Present |
EDGEWATER POINTS YACHT COMPANIES, LLC, NOT INVT RELATED, LARCHMONT, NY, 100% OWNERSHIP, START DATE 9/1/2022, 10 HRS PER MONTH, 0 HRS DURING TRADING, GIVE BOAT RIDES AND SELL BOATS. ACOUSTIC/ELECTRIC TYPHOON; NOT INV RELATED;LARCHMONT,NY; MUSIC;100% OWNERSHIP; START DATE: 06/01/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-29 |
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