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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Quiktrak | Beaverton | OR | 02/2015 | 04/2017 |
| Foresters Financial | Beaverton | OR | 04/2017 | 08/2017 |
| Paulson Investment Company | Portland | OR | 08/2017 | 12/2018 |
| Brokerbank Securities, Inc. | Minnetonka | MN | 03/2019 | 10/2019 |
| Kimsa Total Wealth | Portland | OR | 10/2019 | 10/2022 |
| Kereti Tuioti | Portland | OR | 10/2022 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Oklahoma City | OK | 03/2025 | 09/2025 |
| True Harvest Wealth Management | Oklahoma City | OK | 03/2025 | 09/2025 |
| Savvy | Temcula | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-13 |
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