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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
| NY | RA | APPROVED | 2024-11-15 |
Branch Locations
9465 Wilshire Boulevard, Beverly Hills, CA 90212 • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Los Angeles | CA | 01/2016 | 08/2017 |
| Idb Capital Corp. | New York | NY | 11/2017 | 01/2020 |
| Israel Discount Bank Of New York | Beverly Hills | CA | 11/2017 | 01/2020 |
| Miracle Mile Advisors, Llc | Los Angeles | CA | 01/2020 | 11/2024 |
| Compound Planning | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
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