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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-07-13 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Garden City, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remund Financial, Llc | Beaverton | OR | 10/2007 | 01/2017 |
| H&R Block | Beaverton | OR | 12/2011 | Present |
| Remund Financial Planning Llc | Beaverton | OR | 01/2008 | 12/2016 |
| Springwater Wealth Management, Llc | Portland | OR | 01/2017 | 06/2023 |
| Savvy Wealth | New York | NY | 06/2023 | Present |
ADVISOR DOES PART TIME TAX PREPERATION AT A H&R BLOCK FRANCHISE LOCATED AT 10477 SW BEAVERTON HILLSDALE HIGHWAY BEAVERTON,OR 97006. TIME SPENT IS AROUND 40 TO 80 HOURS A MONTH AND WILL CEASE IN APRIL OF EACH YEAR. ABOUT 10 TO 30 HOURS IS DONE DURING SECURITY TRADING HOURS. START DATE OF 12/22/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
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