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Jackson Heights, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-29 |
| NY | RA | APPROVED | 2021-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forest Hills Financial Group | New York | NY | 10/2012 | 12/2016 |
| Nmp Planning Company, Inc. | Forest Hills | NY | 01/2017 | Present |
| Independent Insurance Agent | New York | NY | 05/2014 | Present |
| Wu Wealth Advisory, Llc | Jackson Heights | NY | 10/2018 | Present |
Independent insurance broker, investment-related (licensed in select states to sell annuities, life, health, and long-term care coverage to interested parties), this activity involves approximately 10% of time during and after traditional business hours each month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
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