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401 Park Avenue S 10Th Floor Suite 1011, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-19 |
| NY | RA | APPROVED | 2025-11-19 |
Branch Locations
401 Park Avenue S 10Th Floor Suite 1011, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 08/2015 | 05/2023 |
| Opal Wealth Advisors, Llc | Jericho | NY | 06/2023 | 04/2024 |
| Essex Financial Services Inc | Essex | CT | 04/2024 | 12/2024 |
| Time Off | New York | NY | 12/2024 | 09/2025 |
| Wealth Forward Advisors | New York | NY | 05/2025 | Present |
1) Independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-17 |
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