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246 Fifth Avenue Floor 5, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-27 |
Branch Locations
246 Fifth Avenue Floor 5, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aboveboard Financial Inc | New York | NY | 03/2015 | Present |
| Aboveboard Wealth Mgmt | New York | NY | 06/2018 | Present |
| Aboveboard Ins Svcs Llc | New York | NY | 06/2018 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2023 | Present |
1.) ABOVEBOARD FINANCIAL INC - 3/2/2015 - 316 W 84th, Apt 1AB, New York, NY 10024 - Founder & CEO, Create and/or supervise the creation of educational financial content, Not Invt Rel, Financial education business, 25 hrs/mo; 12 hrs/mo (during trading hours). 2.) ABOVEBOARD WEALTH MGMT - 6/18/2018 - 316 W 84th, Apt 1AB, New York, NY 10024 - Founder & CEO, Analyze investments and offer fee for service advice on insurance policies, Invt Rel, RA business, 5 hrs/mo; 3 hrs/mo (during trading hours). 3.) ABOVEBOARD INS SVCS LLC - 6/18/2018 - 316 W 84th, Apt 1AB, New York, NY 10024 - Founder/CEO/Licensed Agent, Analyze insurance policies/make recommendations, Not Invt Rel, Insurance business, 150 hrs/mo; 125 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
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