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River Place Executive Center 1027 Nj-70, Suite 201, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-03 |
Branch Locations
Wall Township, NJ • United States
River Place Executive Center 1027 Nj-70, Suite 201, Brielle, NJ 08730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Odigo Financial, Llc | Wall Township | NJ | 01/2016 | 12/2018 |
| Four15 Advisors, Llc | Wall Township | NJ | 01/2003 | Present |
| Karl Storz Endoscopy America | El Segundo | CA | 04/2009 | 02/2018 |
| Financial Futures, Llc | Brielle | NJ | 08/2018 | Present |
I am the sole member and devote a substantial amount of time (20 hours per week) to Four15 Advisors, LLC. This is a tax preparation firm for individuals and small businesses. This business is conducted out of residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-12 |
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