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606 Venice Blvd Ste 107, Venice, CA 90291 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-19 |
| NY | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
606 Venice Blvd Ste 107, Venice, CA 90291 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2019 | 11/2019 |
| Domino's Pizza | Rochester | NY | 08/2017 | 04/2019 |
| St. John Fisher College | Rochester | NY | 09/2017 | 05/2019 |
| Monroe Community College | Rochester | NY | 01/2016 | 05/2017 |
| Papa John's | Rochester | NY | 01/2016 | 08/2017 |
| Unemployed | Rochester | NY | 11/2019 | 04/2021 |
| Mdrn Wealth Llc | Los Angeles | CA | 08/2026 | Present |
| Paychex | Rochester | NY | 05/2021 | 03/2022 |
| Seneca Financial Advisors | Rochester | NY | 03/2022 | 05/2024 |
| Mercer Advisors | Denver | CO | 05/2024 | 08/2026 |
Independent content creator; Not investment related; 10820 S IH-35 Service Rd, Apt. 1406 Austin, Texas, 78748; Social media content creation; Content creator; Independent creator; September 27, 2024; Total hours per month 4; Total hours during securities trading hours 0; Creating and posting personal social media content;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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