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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-02
  • NY RA
    APPROVED
    Since 2025-05-02

Branch Locations

New York, NY • 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
OrganizationCityStateFromTo
Fiduciary Financial Advisors Grand Rapids MI 05/2025 Present
Fully Vested Llc Venice CA 12/2024 Present
Service Now New York NY 02/2024 11/2024
Service Now New York NY 03/2023 02/2024
Palantir New York NY 04/2022 10/2022
Jopwell New York NY 03/2021 04/2022
Korn Ferry New York NY 02/2021 03/2021
Korn Ferry New York NY 01/2019 02/2021
Ads Talent Consulting New York NY 12/2018 01/2019
Korn Ferry New York NY 06/2018 09/2018
Global Health Corp New York NY 09/2017 12/2017
New York City Dept Of Small Business Services New York NY 06/2017 08/2017
The Synergos Institute New York NY 10/2016 12/2016
Unemployed New York NY 10/2022 03/2023
Nyu New York NY 07/2016 05/2018
  • 05/2025 → Present
    Grand Rapids, MI
  • 12/2024 → Present
    Fully Vested Llc
    Venice, CA
  • 02/2024 → 11/2024
    Service Now
    New York, NY
  • 03/2023 → 02/2024
    Service Now
    New York, NY
  • 04/2022 → 10/2022
    Palantir
    New York, NY
  • 03/2021 → 04/2022
    Jopwell
    New York, NY
  • 02/2021 → 03/2021
    Korn Ferry
    New York, NY
  • 01/2019 → 02/2021
    Korn Ferry
    New York, NY
  • 12/2018 → 01/2019
    Ads Talent Consulting
    New York, NY
  • 06/2018 → 09/2018
    Korn Ferry
    New York, NY
  • 09/2017 → 12/2017
    Global Health Corp
    New York, NY
  • 06/2017 → 08/2017
    New York City Dept Of Small Business Services
    New York, NY
  • 10/2016 → 12/2016
    The Synergos Institute
    New York, NY
  • 10/2022 → 03/2023
    Unemployed
    New York, NY
  • 07/2016 → 05/2018
    Nyu
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15

View on SEC IAPD

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