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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summer Creek Wealth Management | New York | NY | 08/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
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