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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-22 |
Branch Locations
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
Summit, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein / Sanford C. Bernstein & Co., Llc. | New York City | NY | 07/2019 | 01/2022 |
| Northwestern Mutual | Paramus | NJ | 06/2018 | 08/2018 |
| Metlife | New York City | NY | 06/2018 | 08/2018 |
| College Of The Holy Cross | Worcester | MA | 09/2015 | 05/2019 |
| Barth's Market | New Providence | NJ | 05/2016 | 01/2017 |
| Pimco / Pimco Investments Llc | New York | NY | 02/2022 | 03/2025 |
| Capital Group / Capital Client Group, Inc. | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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