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33 Nassau Ave, Brooklyn, NY 11222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-14 |
| PA | RA | APPROVED | 2022-11-14 |
Branch Locations
Philadelphia, PA • United States
33 Nassau Ave, Brooklyn, NY 11222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris J. Cohen & Co., P.C. | Philadelphia | PA | 08/2016 | 08/2019 |
| 1St Global Capital Corp | Philadelphia | PA | 09/2018 | 08/2019 |
| 1St Global Advisors, Inc | Philadelphia | PA | 09/2018 | 08/2019 |
| Gryphon Financial Wealth Advisors, Llc | Philadelphia | PA | 01/2019 | 08/2019 |
| Marcum Llp | Philadelphia | PA | 08/2019 | 08/2022 |
| Brooklyn Fi, Llc | Brooklyn | NY | 08/2022 | Present |
Owner of EVZ Tax and Accounting Services, PLLC (02/2019 - Present) Approximate # of hours devoted to the other business during securities trading hours: 30 Duties: Tax preparation for Family and friends and few small clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-05 |
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