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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-23 |
Branch Locations
1900 Campus Commons Drive #500, Reston, VA 20191 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Not Working | Montreal | 07/2008 | 02/2017 | |
| Worldview Wealth Advisors | San Francisco | CA | 02/2017 | 11/2020 |
| Cerity Partners Llc | San Francisco | CA | 11/2020 | Present |
Business Name: Wings for Widows Investment-related: Yes Business Address: Minneapolis, MN Nature of Business: Pro-bono financial counseling services for recently widowed people Position: Financial Coach Start Date: 4/2024 Number of Hours: 5-10 hours per month outside of securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-15 |
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