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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 | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
534 Broadhollow Rd Suite 200 2Nd Fl, Melville , NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Melville | NY | 04/2024 | 11/2024 |
| Massapequa High School - Ames Campus | Massapequa | NY | 08/2016 | 06/2017 |
| Massapequa High School | Massapequa | NY | 08/2017 | 06/2020 |
| Coastal Carolina University | Conway | SC | 08/2020 | 12/2023 |
| Undemployed | Massapequa | NY | 12/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 11/2024 | 01/2026 |
| Island Time 1 Ocean Pkwy Llc | Massapequa | NY | 06/2018 | 08/2022 |
| Bill &Amp; Teds Rivera Inc | Massapequa | NY | 06/2017 | 08/2017 |
| Massachusetts Mutual Life Insurance Co. | Melville | NY | 07/2024 | 11/2024 |
| Bank Of America, N.A | Melville | NY | 01/2025 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
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