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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-11 |
| PA | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-11 |
| VA | RA | APPROVED | 2023-09-11 |
Branch Locations
369 Lexington Ave 9Th Floor, New York, NY 10017 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 02/2016 | 01/2019 |
| Preparing To Start Financial Planning Practice | New York | NY | 01/2019 | 05/2019 |
| Cgn Advisors, Llc | New York | NY | 05/2019 | 08/2023 |
| Range Finance Inc | Tysons | VA | 08/2023 | Present |
SKS Advisory Services; Yes, the business is investment related. However there is no investment management or trading involved, accounting and light financial planning only. The address of the business is 70 East 96th Street #3D, New York, NY 10128 (home office) or 157 East 86th Street #408, New York, NY 10028 (satellite office). The nature of the business is Accounting and Financial planning, Samuel is the Sole Proprietor/Freelancer. The business started on 5/1/2019, Samuel devotes approximately 10 hours per month to the business, and 5 hours per month during securities trading hours. Duties relating to the business involve preparing and filing tax returns, and provide light financial and tax planning guidance as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-31 |
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