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Bristol, RI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-29 |
| NV | RA | APPROVED | 2025-05-20 |
| MA | RA | APPROVED | 2025-05-15 |
| CA | RA | APPROVED | 2025-05-01 |
| NY | RA | APPROVED | 2025-05-01 |
| RI | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
675 W. Moana Lane #213, Reno, NV 89509 • United States
Bristol, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Open Window Financial Solutions, Ltd. | Reno | NV | 11/2021 | 11/2023 |
| University Of Nevada, Reno | Reno | NV | 08/2017 | 12/2021 |
| Schultz Financial Group | Reno | NV | 05/2019 | 06/2020 |
| Nevada Money Mentors | Reno | NV | 07/2018 | 08/2019 |
| Bangkok Cuisine | Reno | NV | 08/2017 | 07/2018 |
| United States Army | Fort Bragg | NC | 07/2013 | 07/2017 |
| Open Window Financial Solutions, Ltd. | Reno | NV | 11/2023 | 03/2025 |
| Experience Your Wealth, Llc | Bristol | RI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-17 |
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