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2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-10-11 |
Branch Locations
Wilmington, DE • United States
2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly, Llc | Philadelphia | PA | 10/2016 | 08/2018 |
| Sallie Mae | Newark | DE | 08/2018 | 09/2024 |
| Clariti Wealth Advisors | Wilmington | DE | 09/2024 | Present |
| Unemployed | Wilmington | DE | 06/2016 | 09/2016 |
Name of other business: Whittaker Tax; Is business Investment related: No; Address of other business: Wilmington, DE; Nature of other business: Tax Preparation and Planning; Your position: President; Start date of relationship: 01/2020; Approx. # of hours /month devote to other business: 55; Number of hours devoted to other business during securities trading hours: 55;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-24 |
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