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666 Third Ave. 6Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-04 |
Branch Locations
666 Third Ave. 6Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robustwealth Inc. | Lambertville | NJ | 12/2017 | 09/2021 |
| Robustwealth, Inc. | Lambertville | NJ | 12/2017 | 09/2021 |
| Robustwealth, Inc. | Lambertville | NJ | 11/2017 | 12/2017 |
| Bank Of America | Pennington | NJ | 12/2009 | 10/2017 |
| Zoe Financial Inc. | New York | NY | 09/2021 | Present |
| Zoe Securities Llc | New York | NY | 07/2023 | Present |
One Vast Ventures LLC; not investment related; 18 Roosevelt way, Robbinsville, NJ 08691; digital media/podcasting; sole member; December 2023; 1.5 hours; hosting a podcast to talk to successful entrepreneurs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-24 |
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