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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
| NY | RA | APPROVED | 2025-08-08 |
Branch Locations
3080 Middle Country Rd, Lake Grove, NY 11755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Marketing | East Setauket | NY | 10/2020 | 02/2024 |
| Paul J. Gelinas | Setauket | NY | 05/2014 | 06/2017 |
| The Big Splash | East Setauket | NY | 07/2017 | 08/2019 |
| Ward Melville High School | East Setauket | NY | 09/2017 | 06/2020 |
| Royal Health And Racquet Club | Coram | NY | 04/2019 | 04/2025 |
| Town Of Brookhaven | Mount Sinai | NY | 06/2020 | 08/2020 |
| New York Life Insurance Company | Melville | NY | 02/2024 | 06/2025 |
| Nylife Securities Llc | Melville | NY | 02/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Selden | NY | 06/2025 | Present |
| Siena College | Loudonville | NY | 09/2020 | 10/2020 |
| Bank Of America, N.A. | Lake Grove | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-23 |
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