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405 Lexington Ave Suite 37A, New York, NY 10174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-09 |
Branch Locations
405 Lexington Ave Suite 37A, New York, NY 10174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northstar Group Inc | New York | NY | 01/2026 | Present |
| The Mitre Corporation | Bedford | MA | 06/2021 | 08/2022 |
| Bank Of America | New York | NY | 06/2023 | 11/2024 |
| Tufts University | Medford | MA | 09/2019 | 06/2023 |
| Horace Mann School | Bronx | NY | 09/2014 | 09/2019 |
| The Northstar Group Inc | New York | NY | 01/2025 | 01/2026 |
| Osaic Wealth, Inc. | New York | NY | 03/2025 | Present |
1. THE NORTHSTAR GROUP, INC., POSITION: Registered Representative, NATURE: RIA, sub S corp, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 200, SECURITIES TRADING HOURS: 200, START DATE: 1/01/2025, ADDRESS: 405 Lexington Avenue, Ste.37A, New York NY 10174, United States, DESCRIPTION: Operations, Investment Research, Assist clients with phone inquiries, Financial Advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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