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1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-21 |
| FL | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED_RES | 2023-05-01 |
| CA | RA | APPROVED | 2023-04-28 |
| CO | RA | APPROVED | 2023-04-13 |
| NJ | RA | APPROVED | 2023-03-29 |
Branch Locations
1201 Hays Street, Tallahassee, FL 32301-2525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scs Financial | New York | NY | 07/2013 | 01/2019 |
| Adviceperiod, Llc | Little Silver | NJ | 01/2019 | 03/2022 |
| Seven Mile Advisory, Llc | Tallahassee | FL | 03/2022 | Present |
| Mariner Platform Solutions | Little Silver | NJ | 03/2022 | 03/2022 |
1. WHARTON ALUMNI CLUB OF NEW YORK; NOT INVESTMENT RELATED; NEW YORK; NON PROFIT BOARD; PRESIDENT; 6/30/2023; 5 HOURS PER MONTH; 0 DURING TRADING HOURS; NON PROFIT BOARD INVOLVEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S66 | Uniform Combined State Law Examination | 2003-10-24 |
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