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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2023-12-04 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooklyn Sports & Entertainment Global | Brooklyn | NY | 05/2018 | 08/2018 |
| Miami Dolphins | Miami Gardens | FL | 05/2019 | 08/2019 |
| University Of Florida | Gainesville | FL | 06/2015 | 08/2019 |
| Ubs Financial Services | Weehawken | NJ | 08/2019 | 07/2022 |
| Sagepoint Financial, Inc | New York | NY | 09/2022 | 09/2023 |
| Osaic Wealth, Inc. | New York | NY | 09/2023 | Present |
1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/12/2022 ADDRESS: 1700 Heron Club Drive #202, Delray Beach FL 33445, United States DESCRIPTION: Private Wealth Advisor- Helping existing firm clients with the financial planning process- Assisting team financial advisors with business organization and planning- Marketing and outreach to prospective clients 2. EXPERIENCE CAMPS POSITION: Associate Program Director NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 136 Main St, Suite 206, Westport CT 06880, United States DESCRIPTION: Experience Camps is a non-profit that sends kids who have lost a parent, sibling, or primary caregiver to a free overnight camp. Every year, I lead a weeklong program for 100+ Boys and 50+ Volunteers transforming the lives of grieving children through compassion, connection, and play. 3. CARDIFF ASSOCIATES POSITION: Shareholder NATURE: Limited Partnership - Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2018 ADDRESS: 600 Madison Avenue, Suite #2001, New York NY 10022, United States DESCRIPTION: This was an inherited investment from my dad's estate in 2018. I do not actively participate in this business at all. 4. TRUSTEE / EXECUTOR POSITION: Executor / Trustee NATURE: I will be the Executor and Trustee of my grandmothers Estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/19/2025 ADDRESS: 7800 SE Double Tree Dr, Hobe Sound FL 33455, United States DESCRIPTION: Collection and marshalling of assets, Debt and expense management, Trust administration, Recordkeeping and reporting, Distribution decisions based on trust 5. THE CURRENCY OF GRIEF POSITION: Host / Grief Financial Officer NATURE: The Currency of Grief is a podcast. This is not a formal business. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 03/14/2025 ADDRESS: 1700 Heron Club Drive #202, Delray Beach FL 33445, United States DESCRIPTION: Facilitate conversations with podcast guests. Find podcast guests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
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