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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Financial Alliance/National Life | Hauppauge | NY | 05/2023 | 03/2024 |
| Stony Brook University Hospital | Stony Brook | NY | 06/2022 | 04/2023 |
| Riverhead Volunteer Ambulance | Riverhead | NY | 07/2022 | 02/2023 |
| Setauket Fire Department | Setauket | NY | 08/2022 | 02/2023 |
| Coram Fire Department | Coram | NY | 07/2022 | 10/2022 |
| Centerport Fire Department | Centerport | NY | 06/2022 | 10/2022 |
| Northwell Health Huntington Hospital | Huntington | NY | 07/2019 | 07/2022 |
| Ambulnz | St. James | NY | 03/2018 | 12/2019 |
| Equity Services, Inc. | Hauppauge | NY | 12/2023 | 04/2024 |
| Mml Investors Services, Llc | New York | NY | 05/2024 | 07/2025 |
| Massmutual Life Insurance Co/Barnum Financial Group | New York | NY | 03/2024 | 07/2025 |
| Primary Care Ambulance | Staten Island | NY | 08/2015 | 01/2019 |
| Stony Brook Paramedic Program | Stony Brook | NY | 06/2015 | 08/2018 |
| Medford Volunteer Ambulance Inc | Medford | NY | 09/2016 | 09/2016 |
| Southampton Volunteer Ambulance Inc | Southampton | NY | 07/2022 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Syosset | NY | 07/2025 | Present |
| J.P. Morgan Securities Llc | Syosset | NY | 07/2025 | Present |
| St James Fire Department | St James | NY | 03/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
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