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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| NY | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Securities Inc. | Mitchel Field | NY | 05/2007 | 09/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2018 | 10/2024 |
| Osaic Wealth, Inc. | Holbrook | NY | 10/2024 | 05/2025 |
| Morgan Stanley | Jericho | NY | 05/2025 | Present |
642121 - 360 Merrifield LLC; Investment Related - Yes; Oceanside, New York; Rental Property; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 0; After Business Hours: 1; Administrative, Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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