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1120 Avenue Of Americas 4Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
1120 Avenue Of Americas 4Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarus Group | New York | NY | 05/2026 | Present |
| Unemployed | Los Angeles | CA | 01/2026 | 04/2026 |
| Dragonfly Rack | Los Angeles | CA | 05/2024 | 12/2025 |
| Plus24 | Los Angeles | CA | 05/2022 | 05/2024 |
| Audio Engineer | Los Angeles | CA | 10/2019 | 05/2022 |
| Berklee College Of Music | Boston | MA | 08/2015 | 08/2019 |
| Berklee College Of Music | Boston | MA | 01/2018 | 08/2019 |
| Unemployed | Boston | MA | 09/2019 | 09/2019 |
Name of business: Dragonfly Industries LLC Investment-related: No Business address: 30 N Gould St Ste R, Sheridan, WY 82801 Nature of business: Consumer product development (bike rack prototype, not brought to market) Position: Founder and Product Operations Lead Start date: February 2025 Hours per month: 0 Hours during securities trading hours: 0 Duties: Member-managed LLC, one of two members. Company developed a bike-rack prototype that has not gone to market and is not currently operating or generating revenue. Devote zero hours per month. Will notify Compliance if status changes. Name of business: California Life and Health insurance producer Investment-related: No Nature of business: Insurance sales Position: Agent Start date: July 2026 Hours per month: 0-4 Hours during securities trading hours: 0-4 Duties: Insurance analysis and product placement for advisory clients where appropriate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
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