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5 Penn Plaza 19Th Floor, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-12-18 |
| FL | RA | APPROVED | 2024-12-18 |
| NY | RA | APPROVED | 2021-03-28 |
| NJ | RA | APPROVED | 2013-08-09 |
| TX | RA | APPROVED | 2013-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Alignment Wealth Advisors, Llc | New York | NY | 01/2013 | Present |
NAME: ATTORNEY; INVEST REL; 5 PENN PLAZA, 19TH FLOOR, NEW YORK, NY; NATURE: 01/2013; 10 HRS/WK DURING TRADING. NAME: NEW YORK UNIVERSITY; NOT INVEST REL; 383 LAFAYETTE STREET; NY, NY; NATURE: TEACHING; POSITION: ADJUNCT PROFESSOR; 05/2010; 12 HRS/MO; 0 HRS/MO DTRD; DUTIES: 3 HRS WEEK/ 1 DAY A WEEK, AS ADJUNCT PROF OF FINANCIAL PLANNING. NAME: CFP, POSITION: DIRECTOR OF THE BOARD, APPOINTED JANUARY 2011 TO A FOUR YEAR TERM - DOES NOT RECEIVE PAY FOR POSITION BUT IS REIMBURSED FOR BOARD RELATED TRAVEL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-29 |
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