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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| NJ | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | New York | NY | 01/2017 | 01/2018 |
| Hanover Township Municipal Offices | Hanover | NJ | 07/2014 | 11/2016 |
| Ocean Block Capital | New York | NY | 01/2018 | 06/2018 |
| Greycliff Advisory Group | New York | NY | 07/2018 | 12/2018 |
| East Coast Design | New York | NY | 10/2018 | 04/2019 |
| Landmark Dividend | New York | NY | 04/2019 | 10/2019 |
| Inte Securities Llc | New York | NY | 10/2019 | 11/2020 |
| Regal Property Group | New York | NY | 02/2019 | 03/2019 |
| Fdx Capital Llc | New York | NY | 05/2023 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 07/2025 | Present |
| Unemployed | Whippany | NJ | 12/2020 | 01/2021 |
| Onewall Communities | Stamford | CT | 02/2021 | 07/2023 |
| Altum Capital Management | New York | NY | 02/2024 | 07/2025 |
| Bank Of America, N.A. | Red Bank | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-26 |
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