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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2026-02-13 |
| NY | RA | APPROVED | 2025-11-19 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
1266 East Main Street 6Th Floor, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Play Land | New Canaan | CT | 05/2022 | 07/2022 |
| Ohio Wesleyan University | Delaware | OH | 07/2021 | 05/2025 |
| Morgan Stanley | Greenwich | CT | 05/2023 | 07/2023 |
| Hildene | Stamford | CT | 05/2024 | 07/2024 |
| New Canaan High School | New Canaan | CT | 09/2017 | 06/2021 |
| Saxe Middle School | New Canaan | CT | 09/2014 | 06/2017 |
| Unemployment | New Canaan | CT | 06/2025 | 11/2025 |
| Equitable Advisors, Llc. | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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