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Brooklyn, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| NY | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affluence Investing Llc Dba Affluence | Brooklyn | NY | 09/2025 | Present |
| Alpha Financial Markets Consulting | New York | NY | 02/2022 | Present |
| Factset | New York | NY | 02/2020 | 02/2022 |
| Really Delicious Food Company | Glasgow | 10/2015 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
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