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530 Broadway 4Th Floor, New York, NY 10012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-22 |
| NC | RA | APPROVED | 2025-10-22 |
Branch Locations
530 Broadway 4Th Floor, New York, NY 10012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Open To The Public Investing, Inc. | Raleigh | NC | 04/2021 | Present |
| World Courier | Cary | NC | 10/2020 | 03/2021 |
| Argo Ai | Washington | DC | 10/2019 | 07/2020 |
| Certified Financial Planners Board Of Standards Inc. | Washington | DC | 09/2017 | 05/2019 |
| Certified Financial Planners Board Of Standards Inc. | Washington | DC | 11/2016 | 09/2017 |
| Certified Financial Planners Board Of Standards Inc. | Washington | DC | 09/2016 | 11/2016 |
| Unemployed | Silver Spring | MD | 07/2020 | 09/2020 |
| Unemployed | Silver Spring | MD | 06/2016 | 09/2016 |
| Argo Ai | Washington | DC | 06/2019 | 10/2019 |
| Public Holdings, Inc. | New York | NY | 04/2021 | Present |
Public Holdings, Inc. Investment related. 6 Harrison St, New York, NY 10013. Holding company for domestic and foreign investment related companies. Customer Experience Representative. 4/12/2021. 20+ hours per month devoted to other business. 20+ hours per month during securities trading hours. CX duties for the enterprise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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