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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-28 |
| NJ | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED_RES | 2023-03-13 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Wealth Management | Montclair | NJ | 09/2011 | 09/2018 |
| Saturna Capital | Paramus | NJ | 10/2018 | 02/2023 |
| Farther Finance Advisors | West Palm Beach | FL | 03/2023 | Present |
Since 2/1/2010 I have operated Sameer Eats Productions, located at 470 Melton Place Paramus, NJ 07552. Sameer Eats Productions is YouTube Channel where I provide restaurant reviews. I also host food-related events. I devote approximately 20 hours per month, to Sameer Eats Productions, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
| S66 | Uniform Combined State Law Examination | 2011-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
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