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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-14 |
| NJ | RA | APPROVED | 2010-11-12 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 03/2005 | Present |
Cascade Lakes Condo Assoc.; Grand Rapids, MI; Vice President; neighborhood association board that helps manage the operations of the neighborhood; not investment related; 10 hours per month not during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
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