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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
534 Broadhollow Rd Suite 200 2Nd Fl, Melville , NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Hauppauge | NY | 10/2023 | 08/2024 |
| Sacred Heart University | Fairfield | CT | 08/2018 | 07/2023 |
| Long Island Express Lacrosse | Smithtown | NY | 05/2016 | Present |
| St. Anthonys High School | South Huntington | NY | 01/2014 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 08/2024 | 01/2026 |
| St. Anthony's High School | South Huntington | NY | 03/2024 | 05/2024 |
| Kuttin Wealth Management | Hauppauge | NY | 10/2023 | 08/2024 |
| Bank Of America, N.A. | Melville | NY | 09/2024 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 01/2026 | Present |
Name of the other businessLong Island Express Lacrosse Whether the business is investment-relatedNo Address of the other businessSmithtown NY Nature of the other businessYouth sports Your positionCoach Title, or relationship with the other businessCoach Start date of your relationshipMay 2016 Approximate number of hours/month you devote to the other business24 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessCoaching youth lacrosse players
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-18 |
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