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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
| NV | RA | APPROVED | 2025-06-08 |
| TX | RA | APPROVED_RES | 2024-08-02 |
| NJ | RA | APPROVED | 2024-07-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Hertz Corporation | Park Ridge | NJ | 08/2016 | 06/2018 |
| Mvs Usa | Fair Lawn | NJ | 08/2017 | 10/2017 |
| Ubs Financial | Weehawken | NJ | 10/2017 | 06/2018 |
| Foresters Financial Services, Inc | Fishkill | NY | 07/2018 | 06/2019 |
| Foresters Financial Services, Inc | Fishkill | NY | 12/2016 | 10/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2019 | 11/2020 |
| Cetera Investors | Fishkill | NY | 09/2019 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 02/2021 | 06/2022 |
| J.P. Morgan Securities Llc | New York | NY | 02/2021 | 06/2022 |
| Lifetime Athletic | West Harrison | NY | 01/2020 | 02/2021 |
| Foresters Financial | Fishkill | NY | 07/2018 | 08/2019 |
| Foresters Financial | Fishkill | NY | 12/2016 | 10/2017 |
| Citigroup | New York | NY | 08/2022 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 06/2024 | Present |
| Bank Of America, N.A. | Paramus | NJ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-13 |
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