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11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-27 |
Branch Locations
48 S. Service Road Suite 203, Melville, NY 11747 • United States
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | New York | NY | 09/2020 | 07/2021 |
| Svb Wealth | New York | NY | 07/2021 | 03/2023 |
| First Citizens Investor Services, Inc. | New York | NY | 03/2023 | 09/2024 |
| Citi Private Advisory, Llc | New York | NY | 07/2016 | 09/2020 |
| Composition Wealth, Llc | Melville | NY | 09/2024 | Present |
| Berkeley College | New York | NY | 04/2014 | Present |
1. BERKELEY COLLEGE, NEW YORK, NY NOT INVESTMENT BUSINESS RELATED AFFILIATION COMMENCED APRIL 2014. TITLE: ADJUNCT PROFESSOR; DUTIES: TEACH A CFP COURSE, UNDERGRADUATE COURSES NO TIME DEVOTED DURING SECURITIES TRADING HOURS AND 14 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 2. Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-22 |
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