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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
| TX | RA | APPROVED_RES | 2024-01-25 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Gradient Data Solutions, Inc | Miami | FL | 06/2015 | 12/2016 |
| Massmutual Life Insurance | Miami | FL | 09/2016 | 06/2017 |
| Mml Investors Services | Miami | FL | 03/2017 | 06/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 09/2019 |
| Ready Consultant | Miami | FL | 04/2016 | 09/2017 |
| Lpl Financial Llc | Miami | FL | 09/2019 | 11/2020 |
| Portfolio Medics, Llc | Bonita Springs | FL | 11/2020 | 04/2023 |
| Rocket Mortgage | Phoenix | AZ | 03/2021 | 12/2023 |
| Edelman Financial Engines | Santa Clara | CA | 01/2024 | 03/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
1) Mattress By Appointment Marion; INVESTMENT RELATED: No; ADDRESS: Marion, NC 28752; NATURE: Mattress sales; POSITION: Owner; START DATE: 02/19/2025; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Mattress sales. 2) Real Estate - Short term rentals; INVESTMENT RELATED: No; ADDRESS: Marion, NC 28752; NATURE: My wife and I own a home in Morganton, NC that we run short term rentals from.; POSITION: Managing member; START DATE: 06/25/2025; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Completely passive income. I do not work on this day to day, my wife handles all operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
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