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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
50 Karl Ave, Suite 202, Smithtown, NY 11787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eghrari Wealth Training Llc | Smithtown | NY | 09/2022 | Present |
| Allergenis | Hatfield | PA | 06/2021 | 07/2022 |
| Kinesso Formerly Ipg Mediabrands | New York | NY | 10/2018 | 05/2021 |
| Zebra Technologies | Holtsville | NY | 05/2017 | 08/2017 |
| Full-Time Student | Setauket | NY | 09/2011 | 05/2018 |
| Unemployed | Setauket | NY | 06/2018 | 10/2018 |
| Brokers International Financial Services | Smithtown | NY | 11/2023 | Present |
Eghrari Wealth Training; investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Investment services; Investment Coach; 06/01/2022; 40 hours per month; 40 hours during security hours; Meet with clients to review statements, answer questions, manage accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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