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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NY | RA | APPROVED | 2023-08-22 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | New York | NY | 01/2019 | 05/2020 |
| Yelp | New York | NY | 09/2016 | 12/2018 |
| E*Trade Securities Llc | New York | NY | 06/2020 | 08/2023 |
| E*Trade Capital Management Llc | New York | NY | 06/2020 | 08/2023 |
| Lafayette College | Easton | PA | 09/2012 | 09/2016 |
| Morgan Stanley | New York | NY | 03/2023 | 08/2023 |
| Harrisdirect Llc | New York | NY | 06/2020 | 08/2023 |
| Tiaa | New York | NY | 08/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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