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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evercore | Tel-Aviv | 08/2022 | 08/2022 | |
| Jones Day | New York City | NY | 06/2020 | 08/2020 |
| Teva Naot | Melville | NY | 06/2019 | 08/2019 |
| Carvel | Syosset | NY | 05/2017 | 05/2019 |
| Temple Beth-Shalom Hebrew School | Roslyn Heights | NY | 09/2015 | 05/2019 |
| Crest Hollow Country Club | Woodbury | NY | 05/2023 | 10/2023 |
| Suny Binghamton | Binghamton | NY | 08/2019 | 05/2023 |
| New York Life | Meville | NY | 12/2023 | Present |
| Nylife Securities Llc | Meville | NY | 01/2024 | Present |
| Eagle Strategies Llc | Melville | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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