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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thinkequity Llc | New York | NY | 12/2023 | 10/2024 |
| Goldfarb Properties | New York | NY | 05/2021 | 09/2021 |
| Bears For Humanity | San Francisco | CA | 06/2017 | 08/2017 |
| Southern Methodist University | Dallas | TX | 08/2017 | 01/2021 |
| Franklin University | Lugano | 08/2016 | 05/2017 | |
| Unemployed | New York | NY | 09/2021 | 12/2023 |
| Unemployed | New York | NY | 01/2021 | 05/2021 |
| Crescent Pine Family Office | Greenwich | CT | 10/2024 | 03/2026 |
| Morgan Stanley | Palm Beach Gardens | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-22 |
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