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1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Tarrytown, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Towson | MD | 07/2018 | 07/2021 |
| Morgan Stanley | Baltimore | MD | 06/2017 | 08/2017 |
| Full-Time Education | Baltimore | MD | 08/2017 | 06/2018 |
| Full-Time Education | Sheffield | MA | 09/2014 | 06/2017 |
| Wealthspire Advisors | New York | NY | 07/2021 | 04/2023 |
| Seven Mile Advisory Llc | New York | NY | 04/2023 | 12/2024 |
| Range Advisory, Llc | New York | NY | 12/2024 | 06/2026 |
| Seven Mile Advisory Llc | Tarrytown | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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