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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
153-15 Cross Island Pkwy, Whitestone, NY 11357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc | Syosset | NY | 12/2015 | 10/2016 |
| Allied Millennial Partners, Llc | New York | NY | 01/2018 | 10/2018 |
| Juan Delacruz | Flushing | NY | 10/2016 | 01/2018 |
| Yelp | New York | NY | 12/2018 | 10/2019 |
| Fair Quote Agency/Allstate Ins Co/First Equity Abstract Corp | Melville | NY | 11/2019 | 07/2020 |
| Unemployed | New York | NY | 07/2020 | 04/2021 |
| Blue Ocean Wealth Solutions/ Mass Mutual Insurance | East Hills | NY | 05/2021 | 07/2022 |
| Merrill Lynch | Ridgewood | NY | 07/2022 | 08/2024 |
| Bank Of America N.A. | Ridgewood | NY | 07/2022 | 08/2024 |
| Unemployed | East Elmhurst | NY | 11/2018 | 11/2018 |
| J.P Morgan Securities Llc | Whitestone | NY | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Whitestone | NY | 08/2024 | Present |
| Millennial Advisers, Llc. | New York | NY | 05/2018 | 10/2018 |
| Raymour & Flanigan | New York | NY | 05/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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