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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-14 |
Branch Locations
60 E 42Nd St Suite 1555, New York, NY 10165 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2018 | 08/2021 |
| J.P. Morgan Securities Llc | New York | NY | 01/2021 | 08/2021 |
| Absolute Wine & Spirits Corporation | Astoria | NY | 08/2014 | 11/2018 |
| Baruch College | New York | NY | 01/2017 | 12/2019 |
| First Republic Securities Company, Llc | New York | NY | 08/2021 | 08/2023 |
| First Republic Investment Management, Inc | New York | NY | 08/2021 | 08/2023 |
| Wealth Enhancement Group | New York | NY | 08/2024 | Present |
| Unemployed | Astoria | NY | 08/2023 | 08/2024 |
| Wealth Enhancement Advisory Services | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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