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Bloomfield, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-30 |
| NJ | RA | APPROVED | 2024-08-27 |
| GA | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2020 | 03/2022 |
| New Roots Development, Llc | Atlanta | GA | 03/2016 | Present |
| International Business Machines | Atlanta | GA | 03/2018 | 09/2020 |
| Bank Of America, N.A. | Atlanta | GA | 11/2020 | 03/2022 |
| Sarkor Financial Advisors Llc | Atlanta | GA | 12/2023 | Present |
| Babson College | Babson Park | MA | 02/2025 | Present |
Name of outside business organization: New Roots Development, LLC (DBA New Roots Living), For-Profit Organization Investment related: No Address of business: Atlanta, Georgia 30339 Nature of business: LLC Position, title, association: Principal and Lead Executive Coach Start date of relationship: 3/1/2016 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: New Roots Living is not investment-related. It is a professional coaching and management training company. I provide executive coaching to clients 1-on-1 and in groups. I coach on evenings and weekends on a limited basis. Clients of Sarkor Financial Advisors LLC are not solicited to participate in this outside business activity. Name of outside business organization: Babson College Investment related: No Address of business: 231 Forest St, Babson Park, MA 02457 Nature of business: Executive Coaching Position, title, association: Principal and Lead Executive Coach Start date of relationship: 2/1/2025 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Serving entrepreneurs selected for the Goldman Sachs 10,000 Small Businesses Program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-05 |
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