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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 305, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baxter, Smith & Shapiro P.C. | Hicksville | NY | 08/2017 | 03/2021 |
| Baxter, Smith & Shapiro P.C. | Hicksville | NY | 06/2014 | 05/2017 |
| Morgan Stanley | New York | NY | 05/2017 | 08/2017 |
| Woodbury Financial | Manhasset | NY | 03/2021 | Present |
| Woodbury Financial Services Inc | Manhasset | NY | 11/2021 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1) CAPITAL WEALTH ASSET MANAGEMENT, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 06/06/2022 ADDRESS: 1615 Norther Boulevard, Suite 304, Manhasset NY 11030, United States DESCRIPTION: Assist financial advisors I work under with administrative tasks and support related issues
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
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