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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-05 |
Branch Locations
640 Belle Terre Road Bldg B, Port Jefferson, NY 11777 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Concord | NC | 02/2013 | 09/2019 |
| Santander Securities, Llc | Dorchester | MA | 09/2019 | 01/2020 |
| Jp Morgan Chase Bank, N.A. | Rocky Point | NY | 01/2020 | 11/2020 |
| State Farm Insurance | Glen Head | NY | 11/2020 | 03/2021 |
| State Farm Vp Management Corp. | Glen Head | NY | 04/2021 | 10/2024 |
| Bryan Finger Insurance Agency | Glen Head | NY | 03/2021 | 10/2024 |
| Fisher Investments | Plano | TX | 10/2024 | 05/2025 |
| Oppenheimer & Co Inc | Jericho | NY | 07/2025 | Present |
| Edward Jones | St Louis | MO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-09 |
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