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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-13 |
| FL | RA | APPROVED | 2023-04-11 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worden Capital Management Llc | New York | NY | 10/2017 | 12/2017 |
| Worden Capital Management Llc | New York | NY | 12/2017 | 03/2018 |
| Brickwell | Greenvale | NY | 07/2017 | 10/2017 |
| Imperial Advance | New York | NC | 11/2016 | 06/2017 |
| Straight Line Source | Uniondale | NY | 06/2016 | 11/2016 |
| Binghamton Univ | Binghamton | NY | 07/2012 | 06/2017 |
| Unemployed | New York | NY | 03/2018 | 06/2018 |
| Equinox | New York | NY | 08/2018 | 03/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 07/2022 | 03/2023 |
| Square Circle New York | New York | NY | 06/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 03/2023 | Present |
| Morgan Stanley | New York | NY | 02/2019 | 07/2022 |
| Bank Of America N.A. | Fort Lauderdale | FL | 04/2023 | Present |
*520561 - Turo; Investment related: No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 4; Labor/Service- Did not move forward at the time. Griffin Business Services Inc.; investment related: No; Roslyn, New York; Holding Company; contractor (proprietor, partner, officer, director, employee, agent); 03/23; During business hours: 0; After business hours: 0- OBA approved
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-05 |
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