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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-08 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Reno, NV • United States
1 East Liberty Street, Suite 406, Reno, NV 89501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2017-01-20 |
Branch Locations
1 East Liberty Street, Suite 406, Reno, NV 89501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fieldstone Financial Management Group, Llc | Reno | NV | 10/2016 | 03/2019 |
| Concert Wealth Management | Reno | NV | 08/2014 | 12/2016 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 02/2019 | 06/2023 |
| Barone Distribution | Reno | NV | 01/2008 | 08/2019 |
| Universal Value Advisors | Reno | NV | 01/2017 | Present |
| Farther Finance Advisors | Reno | NV | 06/2023 | 12/2024 |
| Savvy | Reno | NV | 12/2024 | Present |
1. Universal Value Advisors. 1 E. Liberty Street, # 406, Reno, NV 89501. Investment Related: Yes. Nature of other Business: Investment Management. Position/Title: Managing Partner. State date: 2017. 2. Board Member of the LakeRidge Shores Home Owners Association. Start Date: Nov 25 2022; Non-investment related. 2 hours per month during non-market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-29 |
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