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Saratoga Springs, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2023-11-17 |
| NY | RA | APPROVED | 2023-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Rancho Cordova | CA | 09/2020 | 08/2021 |
| Legg Mason | Baltimore | MD | 05/2019 | 08/2020 |
| Lord Abbet | Jersey City | NJ | 04/2018 | 04/2019 |
| Legg Mason | Baltimore | MD | 10/2010 | 03/2018 |
| Forever Young Springs, Llc | Saratoga Springs | NY | 07/2017 | Present |
| Lifegoal Investments Llc | Saratoga Springs | NY | 09/2021 | 06/2023 |
| Lifegoal Investments Llc | Saratoga Springs | NY | 09/2021 | Present |
| Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc | Saratoga Springs | NY | 07/2023 | Present |
| Lifegoal Lending Llc | Sarasota Springs | NY | 10/2024 | Present |
(1)Forever Young Springs, LLC, - small real-estate company; Saratoga Springs, NY; not investment related; Partner/CFO; approx. 1 hour per month -no time devoted during normal securities trading hours; started 07/2017. (2)LifeGoal Investments, LLC, ; Saratoga Springs, NY; not investment related; Co-Founder; approx. 2 hours per month - no time devoted during normal securities trading hours; started 09/2021. (3) LifeGoal Lending LLC; No; Saratoga Springs, NY; Owner; 10/2024; less than 1% of time on business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
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