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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-06 |
| FL | RA | APPROVED | 2022-11-01 |
Branch Locations
Lake Worth, FL • United States
2255 Glades Road Suite 412E, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy | Westbury | NY | 06/2014 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2016 | Present |
Crownstone Wealth Partners LLC 395 North Service Rd, STE 206 Melville, NY 11747. Managing Member, LLC used to run payroll to pay administrative assistant. 03/14/2022, 5HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-23 |
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