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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
20715 N Pima Rd #108, Suite 2, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gelber Group White Plains | New York | NY | 03/2013 | 12/2016 |
| Fitzco Trading | Scottsdale | AZ | 01/2017 | 03/2021 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 11/2020 | 08/2022 |
| J.M. Arbour, Llc | Scottsdale | AZ | 05/2022 | 12/2024 |
| Savvy | Scottsdale | AZ | 01/2025 | Present |
1.) Insurance Sales; Investment-related; Scottsdale, AZ; Insurance Agent; 2020, approx. 30 hrs/mo during trading hours; sales of various insurance products. 2.) PCPM Solicitor for TE Group. Provide referrals for compensation to a tax advisory firm. Start Date: January 13, 2025. Non-Investment Related. 1 hour per week during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-29 |
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