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717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2017 | 09/2021 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2013 | 05/2017 |
| Fireside Bar & Grill | Marlboro | NJ | 05/2017 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 12/2024 |
| Longwave Financial | New York | NY | 09/2021 | 12/2024 |
| Williams Jones Wealth Management, Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-31 |
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