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821 Broadway 4Th Floor, New York, NY 10003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 02/2016 | 12/2016 |
| Wealthfront | Redwood City | CA | 01/2017 | 05/2018 |
| Anchorage Global, Llc | San Francisco | CA | 05/2018 | 07/2019 |
| Anchor Labs, Inc. | San Francisco | CA | 05/2018 | 07/2019 |
| M1 Finance Llc | Chicago | IL | 08/2019 | 08/2020 |
| M1 Holdings Inc | Chicago | IL | 08/2019 | 08/2020 |
| Secfi Securities, Llc | San Francisco | CA | 12/2021 | 02/2023 |
| Secfi Inc | San Francisco | CA | 12/2021 | 04/2023 |
| Inx Limited | New York | NY | 01/2021 | 09/2021 |
| Not Employed | Chicago | IL | 09/2020 | 12/2020 |
| Secfi Advisory Limited | New York | NY | 07/2022 | 04/2023 |
| Secfi Securities, Llc | San Francisco | CA | 02/2023 | 04/2023 |
| Fruitful Inc | New York | NY | 04/2023 | 05/2024 |
| Mercury Technologies Inc. | New York City | NY | 06/2024 | 10/2025 |
| Mercury Investment Services, Llc | Nyc | NY | 06/2024 | 10/2025 |
| Mercury Advisory, Llc | Nyc | NY | 06/2024 | 10/2025 |
| Autopilot Holdings Corp | New York | NY | 11/2025 | Present |
| Autopilot Advisers, Llc | New York | NY | 11/2025 | Present |
Co-founder of Specifically Vague Co, LLC, a legal and compliance thought leadership platform. Specifically Vague is not investment related, is not affiliated with any securities business or any of its affiliates, and hours worked per month are approximately 10, none of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-24 |
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