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479 S Marengo Ave, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-24 |
| FL | RA | APPROVED | 2024-10-10 |
Branch Locations
Fort Lauderdale, FL • United States
479 S Marengo Ave, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pageport, Inc., D/B/A Slant) | Lehi | UT | 05/2026 | Present |
| Foundry Financial Llc | Los Angeles | CA | 08/2024 | Present |
| Full Time Student | West Chester | PA | 05/2014 | 12/2020 |
| The Hankin Group | Exton | PA | 06/2017 | 08/2017 |
| Ridgeline Telecom | Brea | CA | 06/2018 | 08/2018 |
| Hinds Financial Group | Lakewood | CO | 03/2020 | 06/2021 |
| Palisades Hudson Financial Group | Fort Lauderdale | FL | 07/2021 | 04/2022 |
| Unemployed | Fort Lauderdale | FL | 04/2022 | 01/2023 |
| Foundation Outsourced Financial Planning | Philadelphia | PA | 02/2023 | 01/2025 |
| Foundry Financial Llc | Los Angeles | CA | 02/2024 | 05/2024 |
| Fort Lobsterdale | Fort Lauderdale | FL | 05/2023 | Present |
Fort Lobsterdale; not investment-related; 3400 Galt Ocean Dr, Fort Lauderdale, FL 33308; private scuba diving and lobstering tours; Owner and Instructor; May 2023; 12 hours per month; 0 hours during trading; lead scuba diving and snorkeling tours; teach lobster hunting; occasionally teach Open Water, Advanced, and Rescue level scuba diving classes; sell branded merchandise; manage all aspects of the business including but not limited to bookkeeping, advertising, social media posting, and tax compliance. PagePort, Inc., d/b/a Slant; Not investment-related; 1100 W Traverse Pkwy ste 230, Lehi, UT 84043; Relationship CRM for financial advisors; Director of Financial Planning; May, 5th 2026; 160 hours per month; 160 hours per month during trading hours; Subject matter expert for the new financial planning product that Slant is developing.
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