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Beacon, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2015 | 10/2017 |
| Oppenheimerfunds | New York | NY | 11/2017 | 05/2019 |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 04/2020 |
| Unemployed | Solomons | MD | 05/2020 | 01/2021 |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2021 | 01/2024 |
| Gitterman Wealth Management, Llc | Edison | NJ | 01/2021 | 01/2024 |
| Unemployed | Beacon | NY | 02/2024 | 04/2024 |
| Archer Investment Management | Austin | TX | 05/2024 | 10/2025 |
| Mindi Financial Llc | Beacon | NY | 03/2026 | Present |
| Student | Beacon | NY | 11/2025 | 03/2026 |
Name of Business - n/a (Independent Contractor) Address - 121 Rombout Ave Unit 3 Beacon, NY 12508 Start Date - 12/2025 Your Title/Position/Duties - Freelance Data Annotator # Hours/Month - Varies (20-50 hours) # Hours/Month During Trading Hours - 0 hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-25 |
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