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1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| CA | RA | APPROVED | 2025-06-27 |
| NJ | RA | APPROVED | 2025-06-27 |
| NY | RA | APPROVED | 2025-06-27 |
Branch Locations
1114 6Th Avenue 9Th Floor, New York, NY 10036 • United States
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 03/2014 | 06/2025 |
| Soaring Student, Llc. | East Islip | NY | 09/2015 | Present |
| Jpmorgan Chase Bank | New York | NY | 03/2015 | 08/2020 |
| Jpmorgan Chase Bank | New York | NY | 09/2020 | 06/2025 |
| Idb Lido Wealth, Llc | New York | NY | 06/2025 | Present |
Entity Name: Soaring Student, LLC Investment related: No Address: Private Residence Nature of the other business: Tutoring Position/Title/Relationship: Owner/Partner Start Date: 12/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be providing student tutoring for struggling students. I will also be providing consultation to help other tutors. *Now adding I will be helping men struggling with divorce, and others, with wellness and dating advice. This can include ecommerce items and books designed to help divorced men and others who are struggling. This is extremely important to me, I will receive minimal compensation and mostly philanthropic in nature. Entity Name: Soaring Student, LLC; Investment related: No; Address: Private Residence; Nature of the other business: Tutoring; Position/Title/Relationship: Owner/Partner; Start Date: 09/15/2015; Approximate # of hours a week: 0-10 hours; Approximate # of hours during securities trading hours: 0; Briefly describe your duties: I provide tutoring to facilitate academic and social skills success to struggling students and those wanting to excel scholastically and consulting to help other tutors. I also help divorced men and others with wellness and dating advice, which can include ecommerce items and books.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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