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666 Third Ave. 6Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
666 Third Ave. 6Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zoe Financial | New York | NY | 01/2025 | Present |
| Arketa | Brooklyn | NY | 03/2024 | 12/2024 |
| Equinox | New York | NY | 09/2023 | 02/2024 |
| Meet Recruitment | San Diego | CA | 01/2022 | 07/2023 |
| Pueblo | San Diego | CA | 05/2021 | 02/2022 |
| Barre And Bay Wreath | San Diego | CA | 06/2020 | 12/2021 |
| Itan Corporation | San Diego | CA | 07/2020 | 12/2020 |
| San Diego State Universiry | San Diego | CA | 08/2017 | 05/2021 |
| Covet Boutique | Bainbridge Island | WA | 04/2017 | 08/2017 |
| Bainbridge Island School District | Bainbridge Island | WA | 09/2004 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
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