Inactive

Smara Savoy

We Financial Group

East Windsor, NJ

San Francisco, CA

Claim This Profile

Current Employers

We Financial Group

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-01-03

NJ RA
APPROVED

Since 2025-01-03

Branch Locations

East Windsor, NJ • United States

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nestlé Usa	Arlington	VA	11/2014	12/2023
Self-Employed	East Windsor	NJ	01/2024	11/2024
Oui Financial	San Francisco	CA	11/2024	Present

11/2014 → 12/2023

Nestlé Usa

Arlington, VA
01/2024 → 11/2024

Self-Employed

East Windsor, NJ
11/2024 → Present

Oui Financial

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-11

S65 Uniform Investment Adviser Law Examination

2024-12-11

View on SEC IAPD

More in East Windsor, NJ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor