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230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-16 |
Branch Locations
230 Park Avenue 4Th Floor West, New York, NY 10169 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Street Advisors, Inc. | Nashville | TN | 06/2015 | 01/2018 |
| Center Street Securities, Inc. | Nashville | TN | 06/2015 | 01/2018 |
| Brookstone Capital Management | Wheaton | IL | 07/2018 | 11/2018 |
| West Advisory Group | Pittsburgh | PA | 06/2015 | 10/2018 |
| Claraphi Advisory Network | Laguna | CA | 12/2018 | Present |
| Cross Border Wealth, Llc | New York | NY | 10/2021 | Present |
1.) I am an independent contractor to insurance brokerage companies that help me identify insurance and annuity solutions 2.) From time to time, as an avid music lover, I help friends of mine at their award-winning jazz club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-02 |
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