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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-08 |
Branch Locations
Martindale, TX • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer Inc. | San Antonio | TX | 01/2016 | 03/2019 |
| Adp Llc | San Antonio | TX | 01/2012 | 03/2019 |
| Savvy | Martindale | TX | 01/2025 | Present |
| Proliant | Atlanta | GA | 03/2019 | 07/2020 |
| Paycor | Cincinnati | OH | 07/2020 | Present |
Principle Sales Executive at Paycor Inc.; Started Date: July 27, 2020; HR & payroll solutions. Non-Investment Related; 30-40 hours per week during market hours. 2. Secretary- Board Member at Links International; Start Date: Oct 01 2014; Non-Investment Related; 5 hours a quarter during non-market hours. 3. Referral Partner at 19:21 Consultants; Start Date: Apr 01 2021; Non-Investment Related; Group health insurance; 5 hours a week during market hours. 4. Referral Partner at Marcado; Start Date: Jan 01 2024; Investment Related; Retirement plan consulting; 5 hours per month during market hours. 5. Referral Partner at Redipay LLC and Ag Advisors LLC; Start Date: Jan 01 2024; Payroll solutions. Non-Investment Related; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-25 |
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