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7 World Trade Center 46Th Floor, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-05 |
| NY | RA | APPROVED | 2021-04-27 |
Branch Locations
7 World Trade Center 46Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2012 | 08/2019 |
| Bone Fide Wealth, Llc | New York | NY | 11/2016 | Present |
| Bone Fide Wealth, Llc | New York | NY | 04/2019 | Present |
1. The Millennial Money Fix; as of 8/2019, co-author of book on personal finance for millennials; conducted at branch; investment related. 2. The Millennial Problem and Solution, LLC; as of 11/2016, co-owner of s-corporation created to handle finances related to book The Millennial Money Fix, as well as speaking engagements, influencer deals, and advisor consulting; conducted at branch; investment related; approx. 5 hrs/mo. 3. Public.com; as of 1/2021, paid consultant as a social media influencer; not conducted at branch location; less than 2 hours/mo 4. The Drip Cafe, LLC, non-investment related, Westfield NJ 07090, Principal, Start Date: 10/01/2021, Number of hours/month devoted to other business: 1, Number of hours/month devoted to the other business during securities trading: 0, Description: IP Holding Company. 5. CyptoDrip, LLC, non-investment related, Westfield NJ 07090, Principal, Start Date: 12/09/2021, Approximate number of hours/month you devote to the other business: 9, number of hours/month you devote to the other business during securities trading hours: 0, Brief description of your duties relating to the other business: web3 based coffee company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-16 |
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