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800 Vinial Street B404, Pittsburgh, PA 15212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stock Snips, Inc. | Miami | FL | 11/2021 | Present |
| Greenbox Capital | Miami | FL | 08/2021 | 11/2021 |
| Level Up Funding | Miami | FL | 05/2021 | 08/2021 |
| Idea Financial | Miami | FL | 10/2017 | 04/2021 |
| Overseas Travel International | Miami | FL | 05/2016 | 09/2017 |
| Florida International University | Miami | FL | 07/2012 | 05/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-18 |
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