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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
| NY | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 06/2024 |
| Sleepy Hollow Country Club | Briarcliff Manor | NY | 09/2021 | 09/2024 |
| Five Iron Golf | New York | NY | 10/2022 | 08/2023 |
| Marist College | Poughkeepsie | NY | 10/2019 | 10/2020 |
| Stonewall Links | Elverson | PA | 06/2018 | 08/2021 |
| Unemployed | Poughkeepsie | NY | 05/2017 | 05/2018 |
| Equitable Finl Life Ins Co | New York | NY | 01/2024 | 06/2024 |
| Kimbereton Golf Club Inc | Kimberton | PA | 05/2015 | 04/2017 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 07/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 07/2024 | 03/2025 |
| Rockefeller Financial Llc | Ny | NY | 02/2025 | Present |
| Marist College | Poughkeepsie | NY | 09/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
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