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606 Venice Blvd Ste 107, Venice, CA 90291 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
| NY | RA | APPROVED | 2024-04-23 |
| CA | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED | 2023-01-06 |
| LA | RA | APPROVED | 2022-11-07 |
| AZ | RA | APPROVED | 2022-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2017 | 03/2022 |
| Fordham University | Bronx | NY | 01/2015 | 06/2017 |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 03/2022 | 06/2022 |
| Mdrn Wealth, Llc | Scottsdale | AZ | 08/2022 | 04/2026 |
| Mdrn Wealth, Llc | Venice | CA | 04/2026 | Present |
1) Arizona Department of Corrections; investment related: No; Location: 701 E. Jefferson Phoenix AZ 85034 Maricopa; Description: Public Service; Position Title: Direction of Financial Planning; Responsibilities Duties: I collaborate with the Arizona Department of Correction's Inmate Rehabilitation and Reentry program to deliver comprehensive Financial Literacy Education and Pro-Bono Planning Resources to incarcerated individuals as they prepare for reentry into society.; Start date: 2023-05-29; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
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