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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
| NY | RA | APPROVED | 2024-10-01 |
Branch Locations
507 Plum Street Suite 200, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Syracuse | NY | 06/2023 | 11/2023 |
| St. Michael's In The Hills Church | Ottawa Hills | OH | 08/2022 | 05/2023 |
| University Of Maryland-School Of Music | College Park | MD | 08/2020 | 06/2022 |
| University Of Maryland | College Park | MD | 08/2020 | 06/2022 |
| Sessions Payroll Management Inc. | Washington | DC | 09/2021 | 10/2021 |
| Central City Opera | Central City | CO | 06/2021 | 08/2021 |
| Joelle's French Bistro | Skaneateles | NY | 06/2020 | 08/2020 |
| Unemployed | Philadelphia | PA | 03/2020 | 03/2020 |
| Parc Restaurant | Philadelphia | PA | 11/2019 | 03/2020 |
| Oberlin College Biology Department | Oberlin | OH | 01/2019 | 05/2019 |
| Oberlin Conservatory | Oberlin | OH | 01/2019 | 05/2019 |
| Oberlin College And Conservatory Student | Oberlin | OH | 08/2014 | 05/2019 |
| Oberlin College Dining Services | Oberlin | OH | 08/2016 | 11/2016 |
| First United Methodist Church | Oberlin | OH | 09/2017 | 04/2019 |
| Pacer Financial, Inc. | Malvern | PA | 11/2023 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
| Self-Employed/Independent Contractor | Washington | DC | 09/2014 | 05/2023 |
1) The National Chamber Orchestra - President of Board Non-Investment - Washington, DC. 2) Self-employed - public speaking and vocal coaching - April 2019 - 8 hrs/mth - Not investment-related. 3) Sentisound LLC - co-owner; auditory rehabilitation company - February 2023 - Not-investment related. 4) The Barrow Gallery - Board Member Treasurer & Finance Committee - Skaneateles, NY - 06/2026 - 2hrs/mth. 5) Off the Dock Chamber Festival - Board Member Non-Investment - Skaneateles, NY - 06/2026 - 2hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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