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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 07/2023 | 06/2025 |
| King Family Vineyards | Crozet | VA | 05/2016 | 08/2019 |
| Fairfield University | Fairfield | CT | 09/2019 | 05/2020 |
| King Family Vineyards | Crozet | VA | 05/2020 | 08/2020 |
| Fairfield University | Fairfield | CT | 09/2020 | 05/2021 |
| The Big Cheese | Charlottesville | VA | 05/2021 | 08/2021 |
| Fairfield University | Fairfield | CT | 09/2021 | 05/2022 |
| Lincoln Surveying | Charlottesville | VA | 05/2022 | 08/2022 |
| Fairfield University | Fairfield | CT | 09/2022 | 05/2023 |
| Kolmar Americas | Shelton | CT | 09/2022 | 04/2023 |
| Open To The Public Investing | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
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