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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2024-03-05 |
Branch Locations
895 Merrick Road, Copiague, NY 11726 • United States
523 W. Montauk Hwy, West Babylon, NY 11704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2021 | 10/2022 |
| The Sapir Organization | New York | NY | 10/2016 | 03/2021 |
| Karla P. Butler Tax Services | Copiague | NY | 01/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 11/2022 | 03/2024 |
| Marcus Organization | Farmingdale | NY | 11/2021 | 07/2022 |
| Bank Of America, N.A. | Garden City | NY | 11/2022 | 03/2024 |
| J.P. Morgan Securities Llc | Copiague | NY | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Copiague | NY | 03/2024 | Present |
| Equitable Financial Life Ins Co | New York | NY | 10/2021 | 10/2022 |
| Unemployed | Roosevelt | NY | 09/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
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