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445 Park Avenue Floor 9, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Rock Wealth Management | New York | NY | 04/2025 | Present |
| Jp Morgan Private Bank | New York | NY | 03/2024 | 08/2024 |
| Unemployed | New York | NY | 08/2006 | 03/2024 |
| Unemployed | New York | NY | 08/2024 | 04/2025 |
| Savvy Ladies Inc. | New York | NY | 08/2023 | Present |
The name of the other business: Savvy Ladies Inc. Whether the business is investment-related: Savvy Ladies is completely independent from any financial institution or organization. Women receive no solicitations for paid financial services from any source. The address of the other business; 39 Broadway 1730, New York, NY 10006 The nature of the other business is educational in nature. Savvy Ladies Inc. is a 501(c)(3) non-profit organization that provides free financial education to women. your position; title, or relationship with the other business; Volunteer the start date of your relationship; 08/02/2023 the approximate number of hours/month you devote to the other business; 8-10 hours or the number of hours you devote to the other business during securities trading hours; 4-5 approximately 3% and briefly describe your duties relating to the other business. As a helpline volunteer, I foster financial literacy for women with one-on-one conversations to encourage empowerment through educational programming, including courses, articles, and other resources. https://www.savvyladies.org/
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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