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85 Broad Street 17Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-20 |
Branch Locations
85 Broad Street 17Th Floor, New York, NY 10004 • United States
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-07 |
Branch Locations
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Planning Services, Llc. | New York | NY | 02/2013 | 06/2018 |
| Your Richest Life, Llc | Rockwall | TX | 06/2018 | 07/2020 |
| Ski Big Bear Snow Sports School | Lackawaxen | PA | 12/2008 | 03/2017 |
| Smartpath Advisors, Llc | Atlanta | GA | 03/2026 | Present |
| Financial Transitionist Institute | Palm Beach | FL | 01/2022 | 09/2025 |
| Raise Your Hearts 501(C)(3) | Hawley | PA | 07/2020 | Present |
| Stash Wealth, Llc | New York | NY | 07/2026 | Present |
1. JAM Family Capital LLC; Investment Related; 1249 route 590 Hawley PA 18428; Investments; Equal partner/member; 06/2019; less than one hour/month, not during security hours; long-term preservation, no trading. 2. JAM AK Properties, LLC, Not investment related; 1249 route 590 Hawley PA 18428; Real estate rental; Equal partner/member; less than 5 hrs/month; occasionally some time during security hours; coordinating with property manager, contractors, insurance, etc. 3. SmartPath Advisors, LLC; Not investment related; 120 Wembley Ct. Atlanta, GA 30328; Financial Planning (IAR); Financial Advisor; Employee; 3/26/26; 15 hrs/month; 15 hrs/month; Retirement planning, financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
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