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5 East 82Nd Street #3, New York, NY 10028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-13 |
| FL | RA | APPROVED | 2026-05-11 |
| DC | RA | APPROVED | 2026-05-05 |
| IL | RA | APPROVED | 2026-04-06 |
| MD | RA | APPROVED | 2026-04-06 |
| NY | RA | APPROVED | 2026-04-06 |
| VA | RA | APPROVED | 2026-04-06 |
Branch Locations
Washington, DC • United States
5 East 82Nd Street #3, New York, NY 10028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bogart Wealth, Llc | Mclean | VA | 03/2022 | 12/2025 |
| Resource Planning Group, Ltd | Atlanta | GA | 04/2021 | 02/2022 |
| G Squared Funding, Llc | Atlanta | GA | 05/2020 | 03/2021 |
| The University Of Georgia | Athens | GA | 08/2016 | 05/2020 |
| Bogart Wealth, Llc | Mclean | VA | 01/2026 | 03/2026 |
| Rothschild Capital Partners | New York | NY | 04/2026 | Present |
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