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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Wealth Management Ltd. | Staten Island | NY | 08/2022 | Present |
| Tom Crimmins Realty Ltd. | Staten Island | NY | 11/2018 | 09/2022 |
| St. John's University | Queens | NY | 10/2018 | 03/2020 |
| Avantax Investment Services Inc. | Staten Island | NY | 11/2022 | 09/2025 |
| Avantax Advisory Services | Staten Island | NY | 11/2022 | 09/2025 |
| St. Joseph By The Sea High School | Staten Island | NY | 08/2014 | 06/2018 |
| St. John's University | Queens | NY | 09/2018 | 05/2022 |
| Unemployed | Staten Island | NY | 07/2018 | 08/2018 |
| Ftf Capital Group, Llc | Staten Island | NY | 12/2023 | 01/2024 |
| Ftf Financial Group | Staten Island | NY | 12/2023 | Present |
| St. Ann's Roman Catholic Church | Staten Island | NY | 06/2024 | Present |
| St. John's University | Queens | NY | 01/2025 | Present |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) VENTO TAX AND WEALTH MANAGEMENT GROUP; Financial Advisor; Comprehensive Wealth Management offer Financial Planning, Investment Planning and Advice, Estate Planning support, and Tax Smart Investing Strategies. IR; HRS 180 HRS 130; 08/22/2022; 95 New Dorp Lane, Staten Island NY 10306; Assist with investment research, including technical and fundamental analysis. Assist in creating, monitoring, and maintaining investment models. Meet and speak with vendors to learn about new investment offerings. Monitor performance of our investments. 2) FTF FINANCIAL GROUP, LLC; President, Owner; This business is a LLC created for Financial Advisory. It owns or will own the name, domain, trademarks, copyrights, and other proprietary information for my financial advisory services. All securities will be offered through Avantax. NIR; HRS 140; HRS 110; 12/14/2023; 52 Motley Avenue, Staten Island NY 10314; My role is to conduct all operations and business activities, meet with clients, prospect for clients, keep records, do the back office work, keep financial records, generate income, and whatever else the business needs for it to be net positive. 3) VARIABLE ANNUITIY; Adviser; Variable Annuities sold with Avantax IR; HRS 2; HRS 1; 09/02/2024; 52 Motley Avenue, Staten Island NY 10314; Sell variable annuities when in best interest of client. 4) ST. JOHN'S UNIVERSITY; Adjunct Professor of Finance' Adjunct Professor of Finance Teaching Undergraduate Students. NIR; HRS 30; HRS 26; 01/23/2025; 8000 Utopia Parkway, Queens NY 11439, United States; Teach undergraduate finance courses to undergraduate finance students. I will not be teaching financial planning classes 5)NAME OF OTHER BUSINESS: YOUNG CATHOLIC PROFESSIONALS, INVESTMENT RELATED: NO, ADDRESS: 511 E JOHN CARPENTER FRWY, 5TH FLOOR, IRVING, TX 75062, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: VICE-PRESIDENT AND SECRETARY , APX NUMBER OF HOURS PER WEEK: .5, APX NUMBER OF HOURS DURING TRADING HOURS: .5, BRIEF DESCRIPTION OF DUTIES: LEADERSHIP TEAM MANAGEMENT, ASSIST THE PRESIDENT WITH GENERAL CHAPTER OPERATIONS AND PLANNING, TAKE NOTES DURING BOARD MEETINGS;. 6) St. Ann's Roman Catholic Church; Financial Coordinator for the Food Pantry; St. Ann's Church has a small food pantry to help support those in need in the Church community. I had been recently approached to ensure that the program lives within its means and does not overspend the grant money it receives.; NIR; HRS 2; HRS 1; 06/05/2024; 101 Cromwell Ave Staten Island, NY 10304; Assist the food pantry when applying for grants. Reconcile the budget and ensure that money is used properly. Create policy and control procedures that will create a professional handling of funds being donated to the pantry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-21 |
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