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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-12 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Media | PA | 01/2025 | 06/2025 |
| Fastmodel Sports | Chicago | IL | 05/2023 | 04/2025 |
| Cardinal Hayes High School | Bronx | NY | 11/2022 | 10/2023 |
| Manhattan College | Riverdale | NY | 04/2011 | 11/2022 |
| Naviq | Chicago | IL | 07/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2026 | Present |
-NAVIQ, Chicago, IL CA Sales consultant working approx. 30-hrs per wk. non-investment related. -POA for parents as well as executor of their will beginning 6/2008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
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