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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
900 South Ave Suite 203, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monsignor Farrell High School | Staten Island | NY | 06/2016 | 05/2020 |
| Pool Therapist | Staten Island | NY | 05/2018 | 08/2018 |
| Unemployed | Staten Island | NY | 08/2020 | 07/2021 |
| Binghamton University | Vestal | NY | 08/2021 | 05/2026 |
| All Fronts Insurance Services Inc. | Manalapan | NY | 08/2025 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
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