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63 Forest Avenue, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-31 |
| NJ | RA | APPROVED | 2020-04-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | New York | NY | 06/2008 | 07/2019 |
| Platform Technology Partners | New York | NY | 12/2019 | Present |
| Unemployed | New York | NY | 07/2019 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-17 |
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