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9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED | 2022-03-02 |
Branch Locations
405 East 42Nd Street, 1B Visitor's Entrance On 46Th Street, New York, NY 10017 • United States
9777 Ridge Drive, Lenexa, KS 66219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 02/2017 |
| Copper Financial Network Llc | Lenexa | KS | 02/2019 | Present |
| Personal Capital Advisors | Hawthorne | NY | 02/2017 | 01/2019 |
| Unfcu Advisors Llc | New York | NY | 01/2019 | 09/2022 |
| United Nations Federal Credit Union | Long Island City | NY | 01/2019 | 02/2022 |
(1) SOLID GROUND CAPITAL, LLC, 22 MADISON ROAD, SCARSDALE, NY 10583; RESIDENTIAL REAL ESTATE RENTALS; BUSINESS IS INVESTMENT-RELATED; POSITION: MEMBER; DUTIES: NO DAY TO DAY ACTIVITIES, PROPERTIES ARE MANAGED BY A THIRD PARTY; START DATE: 6/1/2018; TOTAL HOURS PER MONTH DEVOTED TO BUSINESS: 1; HOURS PER MONTH DURING TRADING HOURS DEVOTED TO BUSINESS: 0. (2) COLE CAPITAL, LLC, 22 MADISON ROAD, SCARSDALE, NY 10583; RESIDENTIAL REAL ESTATE RENTALS; BUSINESS IS INVESTMENT-RELATED; POSITION: MEMBER; DUTIES: NO DAY TO DAY ACTIVITIES; START DATE: 10/1/2017; TOTAL HOURS PER MONTH DEVOTED TO BUSINESS: 1; HOURS PER MONTH DURING TRADING HOURS DEVOTED TO BUSINESS: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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