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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210 • United States
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samalin Wealth | Mt. Kisco | NY | 01/2013 | 07/2022 |
| Dynasty Financial Partners | Manhattan Beach | CA | 12/2022 | 06/2025 |
| Americana Partners, Llc | Houston | TX | 06/2025 | Present |
| Tjay Music, Llc | Manhattan Beach | CA | 01/2007 | Present |
• 01/2007 TJay Music, LLC ; Founder/Owner/Managing Director; Music / Entertainment; Non Investment Related; 601 Crest Dr, Manhattan Beach, CA 90266; 20 Hours/month; 00 Hours/during trading hours; Musician - multi-instrumentalist/vocalist/performer/songwriter/producer. Manage and coordinate entertainment and services for various events. • 09/2021 LifeGoal Investments ; Passive Owner/Non Voting Member; Investment Advisory Firm; 9 Hampstead Place Unit 101 Saratoga Springs, NY 12866 ; 0 Hours/month; 0 Hours/during trading hours; This is a passive investment. There are no duties being performed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-31 |
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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