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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-25 |
| TX | RA | APPROVED | 2022-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridge Benefits Group | New York | NY | 06/2017 | 07/2022 |
| Quinnipiac University | Hamden | CT | 08/2013 | 05/2017 |
| Lpl Financial Llc | New York | NY | 07/2018 | 07/2022 |
| Iht Wealth Management | Chicago | IL | 06/2017 | 07/2022 |
| Morgan Stanley | New York | NY | 08/2022 | Present |
*513709 - Bridge Benefits Group; Investment related - Yes; New York, New York; Investment/Finance/Banking; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 0; Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
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