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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-03-03 |
Branch Locations
888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Village Central School District | East Setauket | NY | 01/2014 | 06/2020 |
| St. George's Golf And Country Club | Setauket | NY | 05/2021 | 08/2024 |
| Rbc Capital Markets, Llc | Hampton Bays | NY | 06/2023 | 08/2023 |
| Siena College | Loudonville | NY | 08/2020 | 05/2024 |
| Raymond James Financial Services, Inc. | East Setauket | NY | 08/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc | East Setauket | NY | 04/2025 | 02/2026 |
| Morgan Stanley | Hauppauge | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
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