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335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
| PA | RA | APPROVED | 2024-10-15 |
Branch Locations
Philidelphia, PA • United States
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 01/2016 | 01/2022 |
| Unemployed | Philadelphia | PA | 02/2022 | 04/2022 |
| Zenith Solutions, Llc | Philadelphia | PA | 05/2022 | 12/2022 |
| Chronifi | Fort Collins | CO | 12/2022 | 03/2023 |
| Ellevest | New York | NY | 06/2023 | 06/2024 |
| Fruitful Inc | New York | NY | 06/2024 | Present |
Money Conscious (Conscious Finance LLC). The business is not investment-related and is Financial Coaching & Consulting. Start date: March 2023. Roughly 6 hours/month total. I have retained a few clients I acquired over the years and still serve them as a financial coach. I help them identify the emotions they have during the financial decision making process. I also am contracted by other companies as a consultant. I help them build service models for the next generation.
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