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4 World Trade Center, Suite 2908, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-08 |
| TX | RA | APPROVED_RES | 2017-02-07 |
Branch Locations
4 World Trade Center, Suite 2908, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rim Securities Llc | New York | NY | 10/2012 | 12/2016 |
| City National Rochdale | New York | NY | 10/2012 | 12/2016 |
| Goalvest Advisory Llc | New York | NY | 03/2016 | Present |
| H. Beck, Inc. | Rockville | MD | 09/2018 | 04/2019 |
| Vwealth Advisors | Overland Park | KS | 05/2019 | 12/2019 |
| First Liberties Financial | Tampa | FL | 07/2025 | Present |
GOALVEST ADVISORY LLC POSITION: CEO NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/02/2017 ADDRESS: 33 W6oth Street, Suite 212, New York NY 10023, United States DESCRIPTION: Investment management and wealth advisory for individuals. First Liberties Financial: 2915 N. Boulevard Tampa, FL 33602. Registered Representative. Start Date 07/2025. Investment Related. 40hr/month during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
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