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Skaneateles, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forge Global Inc. | San Francisco | CA | 07/2020 | 03/2024 |
| Rocket Dollar Inc. | Austin | TX | 08/2018 | 07/2020 |
| Interstellar Wealth Llc | Skaneateles | NY | 09/2021 | Present |
| Directed Trust Co. | Phoenix | AZ | 03/2024 | 05/2026 |
| Opus Bank | Irvine | CA | 06/2012 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
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