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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| NJ | RA | APPROVED | 2024-06-19 |
| NY | RA | APPROVED | 2024-01-23 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Manalapan, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Morganville | NJ | 10/2015 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 09/2017 | 09/2021 |
| Citigroup Global Markets Inc. | New York | NY | 09/2021 | 12/2023 |
| Tiaa | New York | NY | 12/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 12/2023 | Present |
#02 101 STREET, BROOKLYN, NY APT. 46A 11209 POSITION: Owner NATURE: This is rental property I own listed in my name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 302 101 Steet, Unit 46A, Brooklyn NY 11209, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-30 |
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