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69-64 Grand Avenue, Maspeth, NY 11378 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Financial Partners, Llc | Maspeth | NY | 03/2021 | Present |
| Self-Employed | Staten Island | NY | 01/2016 | Present |
| Full-Time Student | Brooklyn | NY | 01/2011 | 12/2018 |
Self-Employed. Not investment-related. Staten Island, NY Part-time self-employed tax accountant that provides tax preparation and accounting services. 01/2016 - Present. 40-60 hours per month. 25 hours per month during securities trading hours. Tax accountant providing tax preparation and accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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