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1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| NJ | RA | APPROVED | 2026-01-05 |
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 11/2015 | 03/2019 |
| Unemployed | New York | NY | 03/2019 | 09/2019 |
| Sanford C. Bernstein & Co., Llc | New York | NY | 09/2019 | 08/2021 |
| Idb Lido Wealth, Llc | New York | NY | 11/2023 | Present |
| Family Care | New York | NY | 08/2021 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-02 |
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