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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| NY | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 03/2023 | 11/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2023 | 11/2024 |
| Custom Wealth Management | Syracuse | NY | 03/2023 | 11/2024 |
| Tully's Good Times | Fayetteville | NY | 02/2023 | 06/2023 |
| Unemployed | Syracuse | NY | 12/2022 | 01/2023 |
| Aldi Inc. | Syracuse | NY | 03/2022 | 11/2022 |
| Home Team Bbq | Charleston | SC | 01/2022 | 03/2022 |
| Palmetto Ford | Charleston | SC | 12/2021 | 12/2021 |
| Generator Supercenter | Mt Pleasant | SC | 11/2021 | 11/2021 |
| Unemployed | Charleston | SC | 10/2021 | 11/2021 |
| Echopark Automotive | Cicero | NY | 02/2021 | 09/2021 |
| Unemployed | Syracuse | NY | 01/2021 | 01/2021 |
| Cvs Health | Waterville | ME | 06/2020 | 12/2020 |
| Cvs Health | Binghamton | NY | 08/2018 | 05/2020 |
| Binghamton University | Binghamton | NY | 08/2017 | 06/2020 |
| Bandalier | Binghamton | NY | 02/2020 | 03/2020 |
| Vector Marketing | Syracuse | NY | 12/2019 | 01/2020 |
| Binghamton University | Binghamton | NY | 09/2017 | 06/2020 |
| Binghamton University | Binghamton | NY | 06/2018 | 08/2018 |
| Binghamton University | Binghamton | NY | 06/2018 | 08/2018 |
| North Area Ymca | Liverpool | NY | 01/2016 | 04/2017 |
| Lakeshore Yacht & Country Club | Cicero | NY | 05/2016 | 09/2016 |
| Unemployed | Syracuse | NY | 05/2017 | 08/2017 |
| Central Square Schools | Central Square | NY | 12/2013 | 06/2017 |
| Binghamton University | Binghamton | NY | 08/2017 | 05/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 11/2024 | Present |
| Bank Of America, N.A. | Syracuse | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
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