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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
85 Broad Street 10Th Floo, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 10/2015 | 08/2022 |
| Morgan Stanley | Kemble Ave | NJ | 08/2022 | 06/2024 |
| Citizens Securities, Inc | Westwood | MA | 06/2024 | 10/2024 |
| Citizens Bank | Fort Lee | NJ | 06/2024 | 10/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 10/2024 | Present |
| Popular Bank | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-28 |
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