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7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-04 |
Branch Locations
420 Lexington Ave, Suite 1402, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prb Wealth Management | New York | NY | 11/2013 | Present |
| Lpl Financial, Llc | New York | NY | 05/2016 | Present |
| Private Advisor Group, Llc | New York | NY | 12/2016 | 03/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2017 | 05/2019 |
| Fortitude Advisory Group L.L.C. | Gig Harbor | WA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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