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Account
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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-21 |
Branch Locations
2 Jericho Plaza Suite 113, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Network/Guardian | Garden City | NY | 06/2024 | 10/2025 |
| Marios Pizzeria | Plainview | NY | 07/2019 | 05/2024 |
| Panera | Plainview | NY | 07/2017 | 06/2019 |
| Bethpage Highschool | Bethpage | NY | 08/2015 | 07/2019 |
| Farmingdale State College | Farmingdale | NY | 02/2019 | 05/2024 |
| Guardian Life Insurance Company | Garden City | NY | 10/2024 | 10/2025 |
| Park Avenue Securities | Garden City | NY | 10/2024 | 10/2025 |
| Guardian Life Insurance Company | Plainview | NY | 10/2024 | 10/2025 |
| Park Avenue Securities | Plainview | NY | 10/2024 | 10/2025 |
| Oppenheimer & Co. Inc. | Jericho | NY | 01/2026 | Present |
| Unemployed | Plainview | NY | 11/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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