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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-07-01 |
| GA | RA | APPROVED | 2025-06-30 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 06/2024 | Present |
| Kohl's | Levittown | NY | 10/2017 | 01/2018 |
| Home Depot | Levittown | NY | 01/2018 | 06/2019 |
| Aeg | Uniondale | NY | 02/2018 | 07/2019 |
| Verginas | Naples | FL | 09/2021 | 01/2022 |
| Town Of Oyster Bay | Massapequa | NY | 07/2022 | 08/2022 |
| Goody Two Shoes | Bayshore | NY | 07/2023 | 04/2024 |
| Amazon | Fort Myers | FL | 10/2023 | 12/2023 |
| Parking Management Company | Fort Myers | FL | 01/2024 | 05/2024 |
| Plainedge High School | North Massapequa | NY | 09/2014 | 06/2018 |
| Nassau Community College | Garden City | NY | 01/2020 | 08/2021 |
| Farmingdale State College | Melville | NY | 08/2018 | 12/2019 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2021 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-03 |
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