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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-01 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Manhasset | NY | 01/2016 | 10/2016 |
| Municipal Credit Union | New York | NY | 10/2016 | 04/2017 |
| Morgan Stanley | Great Neck | NY | 06/2017 | 06/2018 |
| Hofstra University | Hempstead | NY | 09/2013 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 06/2018 |
| Primerica Financial Services | New York | NY | 01/2020 | 12/2020 |
| Pfs Investments Inc. | New York | NY | 04/2020 | 12/2020 |
| Insight Global | Atlanta | GA | 11/2019 | 02/2021 |
| Mindlance Inc | Union | NJ | 06/2018 | 11/2019 |
| Simone & Associates | New York | NY | 02/2021 | 07/2021 |
| Citigroup | New York | NY | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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