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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 12/2014 | 07/2026 |
| Bank Of America, N.A. | Melville | NY | 03/2015 | 07/2026 |
| Savvy | Kissimmee | FL | 07/2026 | Present |
One Twelve Private Wealth; investment related; Kissimmee, FL; serves as DBA entity for work at Savvy Advisors, Owner, 08/27/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-01 |
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