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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-28 |
Branch Locations
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Monmouth, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 01/2007 | 02/2020 |
| Unemployed | Rancho Palos Verdes | CA | 02/2020 | 01/2022 |
| Facet Wealth | Baltimore | MD | 01/2022 | 05/2022 |
| Learnlux | Boston | MA | 06/2022 | 04/2026 |
| Domain Money Advisors Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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