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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
4 Manhattanville Road Suite 104, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | White Plains | NY | 02/2012 | 06/2025 |
| Rbc Capital Markets, Llc | Purchase | NY | 06/2025 | Present |
| City National Bank | Purchase | NY | 07/2025 | Present |
1) Beryl Okwit Revocable Trust, Individual revocable trust, Lloyd HarborNew York, United States- 11743, Financial advisor and one of three trustees, start date-7/1/2024. 2) Seymour Okwit Irrevocable Trust, Irrevocable trust for the benefit of decedents wife Beryl Okwit, Lloyd Harbor, New YorkUnited States- 11743, Trustee and Financial advisor for irrevocable trust for my deceased father-in-law, start date-7/5/2024. 3) Seymour Okwit IRRV trst, managing and distribution of income and assets, Lloyd HarborUnited States-11743, portfolio management and trust distributions, start date-03/26/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-07 |
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