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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-22 |
Branch Locations
Long Island, NY • United States
48 S Service Rd Ste 402, Melville, NY 11747 • United States
136 Madison Ave Ste 617, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saddle Brook | NJ | 08/2016 | 03/2019 |
| Nylife Securities Llc | Saddle Brook | NJ | 03/2017 | 03/2019 |
| Tactile Brain Llc | Palisade Park | NJ | 02/2016 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Middlesex | NJ | 10/2019 | 12/2020 |
| Wells Fargo Bank, Na | Middlesex | NJ | 09/2019 | 12/2020 |
| Touch Of Spice | Weehawken | NJ | 04/2019 | 09/2019 |
| Jp Morgan Chase Bank | New York | NY | 01/2021 | 04/2025 |
| Jp Morgan Securities | New York | NY | 01/2021 | 04/2025 |
| Hotelplanner.cOm | West Palm Beach | FL | 01/2023 | 07/2023 |
| K Points Guy Llc | Leonia | NJ | 09/2023 | 04/2025 |
| Principal Life Insurance Co | New York | NY | 04/2025 | Present |
| Principal Securities Inc | New York | NY | 04/2025 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 05/15/2025 ADDRESS: 48 S Service Road, Suite 402, Melville NY 11747, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **K POINTS GUY LLC POSITION: Owner - Content Creator NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2024 ADDRESS: 40-32 24th Street, 2FLR, Long Island City NY 11101, United States DESCRIPTION: I help people with travelling tips like how to maximize credit card points to book flights/hotels and then I give them tips on where to go and what to do when travelling. It's just something I mostly do for fun and I don't really charge. Hope is to create revenue from ad space where companies sponsor me to do ads for their products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-26 |
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