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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-12 |
Branch Locations
400 1St St S Ste 300, St Cloud, MN 56301 • United States
Melville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Capital Markets | Mellville | NY | 03/2016 | 01/2017 |
| Alt Fund Distributors Llc | New York | NY | 02/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Station | NY | 06/2017 | 03/2018 |
| Bank Of America, N.A. | Huntington Station | NY | 06/2017 | 03/2018 |
| Rational Funds | Melville | NY | 04/2017 | 06/2017 |
| Piedmont Capital Distributors | Melville | NY | 03/2016 | 01/2017 |
| Jp Morgan Chase Bank, N.A. | East Northport | NY | 04/2018 | 12/2018 |
| Jp Morgan Securities, Llc | East Northport | NY | 04/2018 | 12/2018 |
| Voya Investment Management | Melville | NY | 01/2019 | 02/2023 |
| Voya Investments Distributor, Llc | Windsor | CT | 01/2019 | 02/2023 |
| Voya Investment Management Co. Llc | New York | NY | 01/2019 | 02/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2023 | Present |
| Unemployed | Melville | NY | 03/2023 | 05/2023 |
| Cetera Investment Advisers Llc | St Cloud | MN | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-20 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-28 |
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