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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York City | NY | 09/2018 | 04/2019 |
| Park Avenue Securities | New York City | NY | 06/2019 | 07/2021 |
| Hartree Partners | New York City | NY | 07/2021 | 04/2022 |
| Rutgers University | Camden | NJ | 09/2024 | 05/2025 |
| Dataanotation | Philadelphia | PA | 02/2025 | 03/2026 |
| Secure Money Wealth | Philadelphia | PA | 04/2026 | Present |
| Foundations Investment Advisors, Llc | Philadelphia | PA | 06/2026 | Present |
| Columbia University | New York City | NY | 09/2022 | 09/2024 |
| Health Services Cost Review Commission | Baltimore | MD | 06/2017 | 08/2017 |
| Hamilton College | Clinton | NY | 08/2014 | 05/2018 |
| Unemployed | Hockessin | DE | 04/2022 | 09/2022 |
| Unemployed | New York | NY | 05/2018 | 08/2018 |
NIPR; INVESTMENT RELATED; 1100 WALNUT STREET SUITE 1500. KANSAS CITY, MO 64106; ANNUITY AND LIFE INSURANCE;INSURANCE AGENT; START DATE 08/2025; 0 HRS DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; HAS INSURANCE LICENSE TO SELL LIFE INSURANCE AND ANNUITIES, IS NOT CURRENTLY SELLING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
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