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295 Madison Ave. 12Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-06-03 |
Branch Locations
1900 Purdy Ave. #2402 #2402, Miami Beach, FL 33139 • United States
295 Madison Ave. 12Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lk Financial Planning Llc | New York | NY | 02/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-30 |
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