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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Sandy | UT | 01/2013 | 06/2017 |
| E*Trade Securities Llc | Sandy | UT | 01/2013 | 06/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2017 | 10/2020 |
| Personal Capital Advisors Corporation | Mesa | AZ | 11/2020 | 09/2022 |
| Facet Wealth, Inc. | Baltimore | MD | 10/2022 | 04/2026 |
| Domain Money Advisors Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-08 |
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