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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-12 |
Branch Locations
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upstart Wealth Management | Chicago | IL | 03/2025 | Present |
| Chaad | Chicago | IL | 05/2024 | Present |
| Yoovin | Chicago | IL | 03/2021 | 12/2024 |
| Everest Restaurant | Chicago | IL | 10/2018 | 12/2020 |
| Elizabeth Restaurant | Chicago | IL | 06/2016 | 10/2018 |
| Alinia Group | Chicago | IL | 06/2015 | 10/2017 |
CHAAD not investment-related 4221 Forbes Blvd, Suite 270, Lanham, MD 20706 non-profit Board Member May 2024 10-20 hours per month 0 hours during trading Assist with tax-related issues
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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