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Account
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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-09 |
Branch Locations
1301 Avenue Of The Americas, New York, NY 10019 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | New York | NY | 06/2015 | 03/2023 |
| City National Bank | New York | NY | 03/2023 | 01/2024 |
| Citizens Bank | New York | NY | 01/2024 | Present |
| Clarfeld Financial Advisors, Llc | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-16 |
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