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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 | 2025-09-12 |
Branch Locations
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States
1120 E Boston Post Rd, Mamaroneck , NY 10543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Recess | Hopewell Junction | NY | 05/2022 | 12/2023 |
| Diba Industries | Danbury | CT | 06/2021 | 12/2021 |
| Adams Fairacre Farms | Fishkill | NY | 06/2016 | 11/2020 |
| Unemployed Full Time Education | Baltimore | MD | 08/2019 | 09/2021 |
| Full Time Education | Binghamton | NY | 01/2022 | 05/2023 |
| Finesco Associates | Brewster | NY | 12/2023 | 07/2025 |
| Osaic Wealth, Inc. | Brewster | NY | 10/2024 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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