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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-02 |
Branch Locations
800 Third Ave Suite 2800, New York, NY 10022 • United States
Sarasota, FL • United States
48 Wall Street Suite 1100, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
Branch Locations
800 Third Avenue #2800, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flores Wealth Planning | New. York | NY | 10/2014 | Present |
| Origin Financial Llc | San Francisco | CA | 10/2021 | Present |
2012 - PRESENT: ZEIDERS ENTERPRISES / NOT INVESTMENT RELATED / WOODBRIDGE, VA / HUMAN SERVICES SOLUTIONS FOR MILITARY & VETERANS / PART-TIME FAMILY LIFE & PERSONAL FINANCE COUNSELOR (REMOTE) / INVOLVES UP TO 50% TIME EACH MONTH, INCLUDING DURING MARKET HOURS Flores Wealth Planning; Investment-Related; New York, NY; Investment Adviser; Investment Adviser Representative; 10/2014; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-17 |
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