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15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Weehawken, NJ • United States
79 Midland Ave., Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-24 |
Branch Locations
Weehawken, NJ • United States
79 Midland Ave., Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New York | NY | 07/2007 | 08/2018 |
| Kore Private Wealth, Llc | New York | NY | 08/2018 | 03/2022 |
| Aj Wealth | New York | NY | 03/2022 | 07/2023 |
| Cerity Partners Llc | New York | NY | 08/2023 | 12/2023 |
| Sfi Advisors, Llc | Montclair | NJ | 02/2025 | Present |
| Az Partners | Weehawken | NJ | 12/2023 | Present |
AZ PARTNERS ;12/2023 CIO & Founder; advisory and consulting firm to asset management entities; investment related; approximately 20 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
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