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Bronxville, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescott Financial Advisory Group | Philadelphia | PA | 05/2021 | 07/2022 |
| Money Map | Oakland | CA | 07/2020 | 03/2021 |
| Lucre Personal Finance | Boston | MA | 03/2014 | 12/2020 |
| Wescott Financial Advisory Group | Philadelphia | PA | 03/2021 | 05/2021 |
| Unemployed | Bronxville | NY | 08/2022 | 02/2023 |
| Lucre Advisory Llc | Brooklyn | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
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