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29 Crafts Street Suite 420, Newton, MA 02458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-05-13 |
Branch Locations
29 Crafts Street Suite 420, Newton, MA 02458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware State University | Dover | DE | 08/2010 | Present |
| Waddell And Reed, Inc | Wilmington | DE | 06/2016 | 09/2017 |
| Independent Insurance Agent | Dover | DE | 08/2016 | 03/2019 |
| Envision Wealth Planning, Inc. | Chicago | IL | 04/2019 | 10/2020 |
| Das Financial Health, Llc | Newark | DE | 03/2018 | Present |
| Origin Financial | San Francisco | CA | 01/2022 | 12/2022 |
| Insight Financial Strategists, Llc | Newton | MA | 02/2024 | Present |
DELAWARE STATE UNIVERSITY / NON INVESTMENT RELATED / DOVER DE / EDUCATION / PROFESSOR / AUG 2010/ 120 HOURS PER MONTH / 80 DURING TRADING HOURS DAS FINANCIAL HEALTH / INVESTMENT RELATED / NEWARK DE / REGISTERED INVESTMENT ADVISOR / SEP 2021/ 40 HOURS PER MONTH / 40 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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