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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-22 |
Branch Locations
1045 Townsley Road, Deridder, LA 70634 • United States
201 N Franklin Street Ste 2400, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conscious Money Solutions | Amarillo | TX | 03/2018 | 10/2021 |
| Department Of Veterans Affairs | Lubbock | TX | 04/2016 | 12/2018 |
| Tapfin/Ey | Tampa | FL | 09/2022 | Present |
| Unemployed | Deridder | LA | 05/2022 | 09/2022 |
| Nr Smith & Associates | Olympia | WA | 11/2021 | 05/2022 |
| Intuit | Mountain View | CA | 12/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-02 |
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