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8 Hillside Ave Suite Ll1, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
| NJ | RA | APPROVED | 2025-12-22 |
| NY | RA | APPROVED | 2021-11-12 |
Branch Locations
8 Hillside Ave Suite Ll1, Montclair, NJ 07042 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | New York | NY | 01/2017 | 09/2018 |
| Mml Investors Services | New York | NY | 02/2017 | Present |
| Woosh Athletic, Llc (Dba - Modern Athlete) | Florham Park | NJ | 09/2013 | 12/2016 |
| Bautis Financial | Montclair | NJ | 10/2018 | 03/2019 |
| Na | West Palm Beach | FL | 04/2019 | 07/2020 |
| Bautis Financial, Llc | Montclair | NJ | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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