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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-08-24 |
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ea Wealth, Llc | Las Vegas | NV | 12/2014 | 12/2021 |
| Skyfront Insurance, Llc | Las Vegas | NV | 09/2016 | Present |
| Skytree Partners, Llc | Las Vegas | NV | 02/2015 | 12/2023 |
| Farther Finance Advisors | Las Vegas | NV | 02/2024 | 10/2024 |
| Savvy Advisors | Las Vegas | NV | 10/2024 | Present |
1.)Insurance Producer at The Pinnacle Group offering fixed insurance and annuities; Investment-related; Start date: 10/15/2024; Approximately 2 hours per week. 2.)Partner at Skyfront Insurance, LLC offering commercial insurance products; Investment-related; Start date: 9/1/2016; Approximately 1 hour per month. 3.) Managing Partner of Wealth Vision, LLC which serves as a dba marketing brand name for financial services, including insurance; Investment-related; Start date: 10/26/2024; Approximately 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-28 |
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