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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Los Angeles | CA | 07/2014 | 07/2026 |
| Nylife Securities Llc | Los Angeles | CA | 02/2015 | 07/2026 |
| Nessah Synagogue | Beverly Hills | CA | 01/2006 | 02/2023 |
| Prestige Financial And Insurance Services, Inc. | Los Angeles | CA | 08/2018 | 07/2026 |
| Eagle Strategies Llc | Los Angeles | CA | 03/2024 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 07/2026 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 08/2026 | Present |
I*5108315, Entity Type Entity Charitable, Name of OBA: Beverly Hills Sephardic Professionals Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: Other Employee Start Date: 09/01/2024 No Hours: 30 Yearly No Hours during trading: 0 Duties: running religious outreach activities in Jewish sabbat and holidays this is a non profit religious organization which cover outreach and Jewish religious activities and services. owned by my wife. I am just an officer for the record, no investments involved, and I don't write checks. I do get paid for religious services I provide through the organization. people who donate for that cause, to fund activities and services I provide as a cantor which covered under the organization. If I do cantor services, or lead Jewish religious events, such as Bar Mitzva or weddings performances, I am getting compensated by the organization for delivering these services. Donations made by those who like to get the services, or others who like to support our cause. for the officer role, it was just to be a secretary and help my wife on areas she needs help with mostly filing, and covering the statements. donations are case to case, and inconsistent. I am not aware whether or not donors are BOA clients Officer in a religious non profit organization. I*5108316, Entity Type Entity For Profit, Name of OBA: E A Address: Hollywood Florida 33021 Investment Related: No Position, Title, Association: Director,Owner Employee Start Date: 07/27/2026 No Hours: 50 Yearly No Hours during trading: 0 Duties: executing religious services as a cantor for compensation for those religious services Cantor and a religious services provider I*5112280, Entity Type, Name of OBA: Rental Property - 27-Jul-26 - 1 Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/27/2026 No Hours:1 Weekly No Hours during trading: 0 Duties: I*5338268, Entity Type, Name of OBA: Rexford Manor HOA Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: board member Employee Start Date: 06/01/2022 No Hours: 1 Weekly No Hours during trading: 0 Duties: 1 out of 5 board members of the HOA where I have my investment property HOA OF THE INVESTMENT PROPERTY I OWN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-06 |
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