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5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-04 |
Branch Locations
5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
265 Sunrise Highway, Rockville Center, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Measured Risk Portfolios | San Diego | CA | 12/2025 | Present |
| Key Food Marketplace | Garden City | NY | 02/2018 | 12/2025 |
| Shrk Cpas | New Hyde Park | NY | 07/2021 | 08/2022 |
| B&B Direct | Carle Place | NY | 11/2024 | 05/2025 |
| Farmingdale State College | Farmingdale | NY | 08/2021 | 05/2025 |
| None | Carle Place | NY | 12/2002 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
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