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10845 Griffith Peak Dr, Las Vegas, NV 89135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Impact Investing Network | New York | NY | 10/2015 | 08/2017 |
| Global Impact Investing Network | New York | NY | 08/2017 | 04/2019 |
| Global Impact Investing Network | New York | NY | 04/2019 | 01/2020 |
| Global Impact Investing Network | New York | NY | 01/2020 | 02/2021 |
| Beyond Money | Chicago | IL | 05/2021 | 05/2022 |
| Dmn8 | Santa Monica | CA | 02/2022 | 02/2025 |
| Kz Coaching | Los Angeles | CA | 05/2022 | Present |
| Blankspaces | Los Angeles | CA | 03/2022 | 06/2022 |
| Blankspaces | Los Angeles | CA | 06/2022 | 09/2023 |
| Ellevest | New York | NY | 06/2022 | 09/2023 |
| Ellevest | New York | NY | 09/2023 | 01/2025 |
| Unemployed | Los Angeles | CA | 02/2025 | 09/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2025 | Present |
Business name: KZ Coaching, Nature of business: Finance/Financial Coaching, Not investment-related, Virtual/no physical address, Position: Founder & Financial Coach, Start date: 5/2022, Hours/month: 6 hours (outside securities-trading hours), Description of duties: Coach clients on managing their personal finances
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
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