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85 Broad Street 17Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-01 |
| MD | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2025-12-22 |
| CO | RA | APPROVED | 2025-12-22 |
| IL | RA | APPROVED | 2025-12-22 |
| NJ | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-22 |
| VA | RA | APPROVED | 2025-12-22 |
| NY | RA | APPROVED | 2022-02-04 |
Branch Locations
85 Broad Street 17Th Floor, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stash Wealth | Brooklyn | NY | 01/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-17 |
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
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