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169 Mamaroneck Avenue 2Nd Floor #36, White Plains, NY 10601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-21 |
Branch Locations
169 Mamaroneck Avenue 2Nd Floor #36, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dws Group | New York | NY | 09/2007 | 07/2023 |
| Fmd Wealth Advisors Llc | White Plains | NY | 01/2025 | Present |
| Unemployed | Scarsdale | NY | 08/2023 | 12/2024 |
| H&R Block | New Rochelle | NY | 10/2025 | Present |
H&R Block, Seasonal Tax Professional (Part-Time), 466 Main St, New Rochelle, NY 10801, Preparation of federal and state individual income tax returns; general tax preparation services; client intake; no securities activity, start date 10/15/25, Investment-Related Percentage: 0%, approximate time commitment: variable and seasonal (often up to ~10-20 hours/week in peak weeks Jan - Apr; otherwise minimal). Hourly wages and/or standard company incentives; no referral fees tied to advisory services. This role does not involve securities recommendations; this compensation is unrelated to my investment advisory recommendations. I do not receive compensation for referring advisory clients to H&R Block (or vice-versa).
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