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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-11 |
| PA | RA | APPROVED | 2024-12-11 |
Branch Locations
1100 Wayne Ave, Ste 670, Silver Spring, MD 20910 • United States
2412 Irwin Street, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners | Philadelphia | PA | 06/2017 | 06/2021 |
| Drexel University | Philadelphia | PA | 09/2012 | 03/2017 |
| Glenmede | Philadelphia | PA | 03/2016 | 10/2016 |
| Student | Philadelphia | PA | 10/2016 | 03/2017 |
| Unemployed | Philadelphia | PA | 03/2017 | 06/2017 |
| Riversedge Advisors, Llc | Wilmington | DE | 06/2021 | 12/2024 |
| Rossby Financial, Llc. | Melbourne | FL | 12/2024 | Present |
Toler Financial Group, LLC; 1100 Wayne Ave, Ste 670, Silver Springs, MD; DBA for Advisor Service Offered under Rossby Financial; Rossby Financial and Toler Financial Group are unaffiliated entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
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