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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-13 |
Branch Locations
132 W 31St St 12Th Floor, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balyasny Asset Managment | New York | NY | 05/2022 | 08/2022 |
| Morgan Stanley | Long Beach | CA | 06/2021 | 02/2022 |
| Stratos Wealth Partners | Irvine | CA | 02/2021 | 06/2021 |
| Soulcycle | Larkspur | CA | 06/2019 | 02/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2023 | 08/2025 |
| Janes Financial Center | Orange | CA | 08/2021 | 12/2022 |
| Chapman University | Orange | CA | 08/2020 | 05/2021 |
| Chapman University | Orange | CA | 02/2020 | 12/2022 |
| Redwood High School | Larkspur | CA | 08/2015 | 05/2019 |
| Unemployed | Larkspur | CA | 02/2020 | 08/2020 |
| Unemployed | Kentfield | CA | 12/2022 | 08/2023 |
| World Investment Advisors | Santa Barbara | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
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