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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 04/2015 | 02/2019 |
| New York Life | Buffalo | NY | 01/2020 | 11/2020 |
| Modern Wealth Management, Llc | Rochester | NY | 04/2025 | 08/2025 |
| Northwest Bank | Erie | PA | 12/2020 | 07/2024 |
| Unemployed | Rochester | NY | 09/2025 | 01/2026 |
| Edelman Financial Engines | Santa Clara | CA | 02/2026 | Present |
| Unemployed | Boston | MA | 03/2019 | 12/2019 |
| Unemployed | Rochester | NY | 08/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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