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9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-09 |
Branch Locations
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
369 Lexington Avenue, 2Nd Floor, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Marketing | Norwalk | CT | 05/2016 | 05/2018 |
| Mowgreen | Fairfield | CT | 05/2018 | 08/2018 |
| Northwestern Mutual | Fairfield | CT | 05/2018 | 01/2019 |
| Axa Advisors Llc | New York | NY | 06/2019 | 06/2020 |
| Gettysburg College | Gettysburg | PA | 08/2015 | 05/2019 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2022 | 12/2025 |
| Bank Of America, N.A. | New York | NY | 08/2022 | 12/2025 |
| Aire Advisors, Llc | Beverly Hills | CA | 01/2026 | Present |
I*: 2256297 Entity Type: School, College or University Name of OBA: Gettysburg Wrestling Alumni Board Address: Gettysburg, PA 17325 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 3/25/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Facilitating networking connections between current students and alumni
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-11 |
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