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205 Oser Ave, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-09 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Melville | NY | 05/2016 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 07/2017 |
| Ameriprise Financial Services, Inc. | Hauppauge | NY | 08/2018 | 11/2022 |
| Suffolk County Community College | Selden | NY | 07/2017 | 07/2018 |
| American Capital Partners, Llc | Hauppauge | NY | 11/2022 | Present |
PELUT Devices Inc.; President; Consulting; 11780; Not Investment Related; August 2012; 0 hours per month/ Board of Directors; st. Catherine of Siena Foundation; Executive board; NY 11787; Not Investment Related; November 2017; 1-9 hours per month;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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