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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-19 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2022 | 10/2022 |
| Semrush | Neshaminy | PA | 02/2020 | 06/2021 |
| Mattressfirm | Philadelphia | PA | 11/2016 | 05/2019 |
| Unemployed | Philadelphia | PA | 07/2021 | 01/2022 |
| Unemployed | Philadelphia | PA | 06/2019 | 01/2020 |
| J.P. Morgan Securities Llc | Scarsdale | NY | 03/2023 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Scarsdale | NY | 03/2023 | 10/2023 |
| Unemployed | Rydal | PA | 02/2016 | 10/2016 |
| Unemployed | Rydal | PA | 11/2022 | 02/2023 |
| Lpl Financial Llc | Elmsford | NY | 10/2023 | 06/2025 |
| Wells Fargo Advisors Financial Network, Llc | White Plains | NY | 06/2025 | 01/2026 |
| Gt Securities, Inc. | Los Angeles | CA | 04/2026 | 08/2026 |
| Mml Investors Services Llc | Elmsford | NY | 08/2026 | Present |
| Massmutual Life Insurance Co | Elmsford | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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