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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 | 2022-06-16 |
| TX | RA | APPROVED_RES | 2022-06-16 |
Branch Locations
17 Squadron Boulevard Suite 400, New City, NY 10956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Ridgewood | NJ | 06/2009 | 09/2017 |
| Home-Maker | Chester | NY | 10/2017 | 05/2018 |
| Suny Orange | Middletown | NY | 05/2018 | Present |
| Bankers Life | Rochelle Park | NJ | 06/2019 | 09/2019 |
| Wells Fargo Clearing Services Llc | New City | NY | 09/2019 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | New City | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-01 |
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