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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-16 |
Branch Locations
3 Woodland Avenue, Westhampton Beach, NY 11978 • United States
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
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 |
|---|---|---|---|---|
| Oppenheimer & Co | Westhampton Beach | NY | 12/2013 | 09/2024 |
| Forefront | Austin | TX | 09/2024 | Present |
| Mindful Financial Partners | Westhampton Beach | NY | 09/2024 | Present |
1. Mindful Financial Partners; DBA for advisory work with Forefront RIA; Partner; Start Date: 09/2024; Hours/month: 1260; Hours/month during securities trading hours: 160; Duties: Perform advisor duties for Forefront under a different dba name. 2. Money Matters in Marriage; Not investment related; Westhampton Bays, NY; Opening communication in relationship around finances; Member; 07/2024; 20 hrs/month and 20 hrs/month during security trading hours; Assisting couples to open the lines of communication regarding money and finances. 3. Mindful Divorce Partners; Not investment related; Hampton Bays, NY; Divorce financial analysis; Founder; 12/2024; 20 hrs/month and 20 hrs/month during security trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-24 |
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