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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-20 |
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
130 East Seneca Street Suite 500, Ithaca, NY 14850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2023 | 05/2024 |
| Sia Partners | New Yory | NY | 02/2023 | 12/2023 |
| Ernst & Young | New York | NY | 01/2022 | 01/2023 |
| S&P Global | New York | NY | 09/2019 | 12/2021 |
| Ithaca College | Ithaca | NY | 09/2015 | 05/2019 |
| Unemployed | Ithaca | NY | 06/2019 | 08/2019 |
| Morgan Stanley | Ithaca | NY | 11/2024 | Present |
| Unemployed | Ithaca | NY | 06/2024 | 10/2024 |
*618287 - SUNY Cortland; Investment related: No; Cortland ; New York, Lecturer (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 8; Teaching. * 635344 - Elven Property Management LLC; Investment related: Yes; Lincoln; Delaware; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 0; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
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