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136 Madison Avenue 6Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-16 |
Branch Locations
136 Madison Avenue 6Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Financial Group | Tarrytown | NY | 12/2016 | 06/2017 |
| Ramapo College Of New Jersey | Mahwah | NJ | 09/2008 | 06/2017 |
| Axa Advisors, Llc. | New York | NY | 06/2017 | 01/2018 |
| Morgan Stanley | Little Falls | NJ | 04/2018 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Pelham | NY | 06/2019 | 02/2022 |
| J.P. Morgan Securities Llc | Pelham | NY | 06/2019 | 02/2022 |
| Fidare Wealth Solutions Llc | New York | NY | 10/2025 | Present |
| Nyu | New York | NY | 09/2022 | Present |
| Hudson Financial Group | Garisson | NY | 03/2022 | 08/2025 |
1) Public-Private Alliance Foundation; not investment-related; Hastings-on-Hudson, NY 10706; Board Member & Treasurer; Start Date: April, 2023; Approximately 1 hour per month; 0 hours during securities trading hours. 2) Certified Financial Planner Board of Standards, Inc. (CFP®), not investment related, Washington, DC, Non-profit professional standards organization, Board Ambassador (Volunteer Representative), start date January 2026, 5 hrs. per month, none during trading hours, Serve as a volunteer ambassador representing the CFP Board. 3) Eustache Consulting, LLC, not investment related, White Plains, NY, single-member LLC used soler as a compensation entity, Founder and sole member, Start date October 2025, one hr. per month, none during trading hours, LLC functions solely as a pass-through entity for tax and compensation purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
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