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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-17 |
| NY | RA | APPROVED | 2024-07-16 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2018 | 08/2019 |
| Unemployed | Littleton | CO | 08/2017 | 10/2017 |
| Homeadvisor, Inc. | Golden | CO | 10/2017 | 01/2018 |
| American Family Insurance | Englewood | CO | 10/2016 | 08/2017 |
| Full-Time Education | Manchester | 09/2015 | 09/2016 | |
| Pride Technologies Llc | New York | NY | 10/2019 | 08/2020 |
| Ubs Financial Services Inc. | Weehawken | NJ | 09/2020 | 01/2024 |
| Empower Retirement | Greenwood Village | CO | 09/2019 | 09/2019 |
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Unemployed | West New York | NJ | 01/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-29 |
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