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1 High Street Court, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
| CA | RA | APPROVED | 2025-08-22 |
| FL | RA | APPROVED | 2022-06-03 |
| PA | RA | APPROVED | 2021-06-28 |
| NY | RA | APPROVED | 2021-05-06 |
| LA | RA | APPROVED | 2016-01-22 |
| NJ | RA | APPROVED | 2013-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lavish Financial Planning | Jersey City | NJ | 05/2013 | Present |
| Legacy Care Tax, Llc | Jersey City | NJ | 05/2013 | 12/2019 |
DANNA IS A 50% MANAGING MEMBER OF LEGACY CARE HOLDINGS, LLC, A HOLDING COMPANY CREATED TO INVEST IN A MEDIA STARTUP. THIS ACTIVITY IS NOT INVESTMENT RELATED AND ACCOUNTS FOR LESS THAN 5% OF DANNA'S TIME. Danna is 50% owner of Snowtree Property LLC, a real estate investment company. This activity amounts to 5% or less of her time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-15 |
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