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1336 Forest Avenue, Staten Island, NY 10302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-28 |
| NJ | RA | APPROVED | 2023-04-17 |
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 10/2015 | 04/2023 |
| Wealthnest Capital Inc | Staten Island | NY | 04/2023 | Present |
1) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent 2) Synergy Global Group Inc.; Non Investment-Related; Management Consulting; President; Consulting businesses in new products and services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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