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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED_RES | 2023-05-30 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | New York | NY | 06/2017 | 06/2019 |
| Monsignor Farrell High School | Staten Island | NY | 09/2013 | 05/2017 |
| Foresters Advisory Services | New York | NY | 06/2018 | 06/2019 |
| Cetera Investment Advisers Llc | Iselin | NJ | 06/2019 | 11/2022 |
| Cetera Investment Services Llc | New York | NY | 06/2019 | 11/2022 |
| Morgan Stanley | Fort Myers | FL | 05/2023 | Present |
| Carrabba's Italian Grill | Cape Coral | FL | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-21 |
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