Erik Kuschner

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-06-08
NC	RA	APPROVED	2023-05-15

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Charlotte	NC	05/2022	03/2023
Us Tech Solutions, Inc	Jersey City	NJ	05/2022	09/2022
Edduheimar Ehf.	Siglufjordur		01/2021	04/2022
James Madison University	Harrisonburg	VA	09/2017	12/2020
Texas Agricultural And Mechanical University	College Station	TX	08/2015	06/2017
Hs Orka	Grindavik		06/2018	08/2018
Farm Fresh	Williamsburg	VA	06/2017	09/2017
Morgan Stanley	Charlotte	NC	03/2023	Present

05/2022 → 03/2023

Wells Fargo Clearing Services, Llc

Charlotte, NC
05/2022 → 09/2022

Us Tech Solutions, Inc

Jersey City, NJ
01/2021 → 04/2022

Edduheimar Ehf.

Siglufjordur
09/2017 → 12/2020

James Madison University

Harrisonburg, VA
08/2015 → 06/2017

Texas Agricultural And Mechanical University

College Station, TX
06/2018 → 08/2018

Hs Orka

Grindavik
06/2017 → 09/2017

Farm Fresh

Williamsburg, VA
03/2023 → Present

Morgan Stanley

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-12
S63	Uniform Securities Agent State Law Examination	2022-08-19