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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-13 |
Branch Locations
1 Jericho Plaza Suite 106, Jericho, NY 11753-1635 • United States
Plainview, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Garden City | NY | 09/2014 | 05/2025 |
| Osaic Wealth, Inc. | Holbrook | NY | 05/2025 | 09/2025 |
| Stifel Financial | Hauppauge | NY | 09/2025 | 04/2026 |
| Rbc Capital Markets, Llc | Jericho | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-12 |
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