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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-27 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-21 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 06/2017 | 12/2021 |
| Florida State University | Tallahassee | FL | 09/2010 | 05/2017 |
| Marrone Strategies Llc | New York | NY | 08/2021 | 08/2021 |
| Marrone Wealth Management Llc | Yonkers | NY | 11/2021 | Present |
| Origin Financial | San Francisco | CA | 12/2021 | 01/2025 |
| Forefront Wealth Partners | Austin | TX | 10/2022 | Present |
| Equity Comp Advisors | New York | NY | 11/2025 | Present |
1. Marrone Wealth Management / Investment Related / Yonkers, NY / Investment Advisor / Owner / November 2021 / 40 hrs per month / 20 hrs during trading hours 2. Forefront Wealth Partners LLC / Investment Related / Austin, TX / Investment Advisor / October 2021 / 40 hrs per month / 20 hrs during trading hours 3. Equity Comp Advisors; Investment related; New York, NY; DBA for advisory work with Forefront RIA; Partner; Start Date: 10/20/2025; Hours/month: 10; Hours/month during securities trading hours: 10; Duties: Perform advisor duties for Forefront under a different dba name.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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