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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-23 |
| CA | RA | APPROVED | 2025-01-22 |
| NY | RA | APPROVED | 2025-01-22 |
| PA | RA | APPROVED | 2025-01-22 |
| VA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Canonsburg | PA | 01/2018 | 01/2021 |
| Us Navy | San Diego | CA | 11/2016 | 11/2017 |
| Djs Contracting And Maintenance | Aliquippa | PA | 06/2015 | 09/2016 |
| Unemployed | Aliquippa | PA | 11/2017 | 01/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 12/2020 | 01/2021 |
| Ayco/Goldman Sachs | Canonsburg | PA | 01/2021 | 03/2022 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 03/2022 | 01/2025 |
| Tmf Investments | Alexandria | VA | 09/2023 | 08/2024 |
| Compound Planning | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
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