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120 West 45Th Street, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-07 |
| TX | RA | APPROVED | 2020-11-02 |
Branch Locations
120 West 45Th Street 14Th Floor, New York, NY 10036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New York | NY | 09/1990 | 01/2017 |
| Seasons Of Advice Wealth Management, Llc. | New York | NY | 01/2017 | 11/2020 |
| Soa Wealth Advisors, Llc | New York | NY | 11/2020 | Present |
Business ownership: NY Dance Studios, Inc d/b/a you Should Be Dancing; owner; dance instruction; New York, NY; 20-39 hours per month. In addition, I am co-authoring a book entitled, "Financial Secure Forever". The book is intended for the public. New York, NY 10019; March 2013; 1-9 hours per month/Seasons of Advice Insurance Services, LLC. Sell insurance products on a commission basis
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-08 |
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