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Toronto • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Designed Wealth Usa Ltd. | Toronto | 01/2026 | Present | |
| Apex Financial Management | Ontario | 01/2003 | Present |
1) Independent Insurance Agent - Investment Related - Canada - Life Insurance - 10/1998 2) Independent Mortgage Agent - Investment Related - Canada - 10/2011 3) 1/2003, Apex Financial Management, Investment Related, Uxbridge, Ontario, Canadian Financial Advisory Firm, Portfolio Manager, Financial Planner, 40 hours/month, 40 hours/month/during trading hours, Meet with clients and discuss future financial goals and objectives
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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