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5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-30 |
Branch Locations
5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
265 Sunrise Highway #45, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massapequa Diner | Massapequa | NY | 03/2016 | 05/2021 |
| Manna Textiles | Ny | NY | 05/2021 | 02/2022 |
| Northwestern Mutual | Farmingdale | NY | 05/2022 | 09/2022 |
| Hrc Financial Group | Ny | NY | 12/2022 | 02/2023 |
| Suny Oneonta | Oneonta | NY | 08/2019 | 05/2023 |
| Prem Merch Funding | Ny | NY | 05/2023 | 11/2023 |
| Phx Financial, Inc. | Hauppauge | NY | 11/2023 | 06/2024 |
| Seaford Hs | Seaford | NY | 11/2013 | 08/2019 |
| Ameriprise Financial Services Llc | Melville | NY | 06/2024 | 04/2025 |
| Pgim Investments Llc | Seaford | NY | 04/2025 | 05/2025 |
| Prudential Investment Management Services Llc | Seaford | NY | 04/2025 | 05/2025 |
| Measured Risk Portfolios | San Diego | CA | 01/2026 | Present |
| Unemployed | Long Island City | NY | 02/2025 | 01/2026 |
What's the Deal? - App/Tech platform Founder and CEO; Manage all operations; Weekends only, 10 hours a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
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