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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
Branch Locations
Williamsville, NY • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
55A E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 11/2015 | 07/2019 |
| Bank Of America, N.A. | Williamsville | NY | 02/2016 | 07/2019 |
| Zenith Capital | Williamsville | NY | 07/2019 | Present |
| Four Points Capital Partners | New York | NY | 07/2019 | 06/2026 |
| Four Points Insurance Agency Llc | New York | NY | 07/2019 | 06/2026 |
| Mha Financial Corp | New York | NY | 07/2019 | 06/2026 |
| Savvy | Williamsville | NY | 06/2026 | Present |
Zenith Capital; investment related; Williamsville, NY; serves as DBA entity for work at Savvy Advisors, founder/advisor, 6/15/2026, 40hours/week (during trading, same hours as role at Savvy - this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-14 |
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