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44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Us Trust | New York City | NY | 01/2015 | 03/2019 |
| Deutsche Bank | New York City | NY | 05/2019 | 09/2025 |
| Cove Private Wealth | Oyster Bay | NY | 01/2026 | Present |
| Not Employed | New York City | NY | 10/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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