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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
Branch Locations
Port Washington, NY • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-12 |
Branch Locations
Port Wahington, NY • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altfest Personal Wealth Management | New York | NY | 09/2014 | 01/2019 |
| Osaic Wealth Inc | Medford | NY | 01/2022 | 02/2025 |
| Mark J. Snyder Financial Services, Inc. | Medford | NY | 01/2019 | 02/2025 |
| Compound Planning | New York | NY | 02/2025 | 08/2026 |
| Savvy | Port Washington | NY | 08/2026 | Present |
ModernLife; noninvestment related; life and health insurance; insurance representative; 06/2025; 2 hours/month, less than 1 per week during trading; provide clients with life insurance products Osnova Wealth; investment related; Port Washington, NY; serves as DBA entity for work at Savvy Advisors, Owner, 08/20/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role) Stony Brook ASA; Investment related (nonprofit); Port Washington, NY; chair of investment committee;; 09/16/2019; 5 hr/month, 0 during trading; we make recommendation on the portfolio allocations. The investment committee members have no access to place trades or move funds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-11 |
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