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157 East 86Th Street 5Th Floor, Mb #518, New York, NY 10028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-07 |
Branch Locations
157 East 86Th Street 5Th Floor, Mb #518, New York, NY 10028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wize Venture, Inc | New York | NY | 10/2016 | Present |
| Planbound, Llc | New York | NY | 05/2023 | Present |
| Presidio Graduate School | San Francisco | CA | 08/2015 | 12/2017 |
1. Spartan Planning Group; Financial Planner; Investment Related; 1931 New Garden Rd #220 Greensboro North Carolina 27410; Fee-only financial advisors serving families, individuals, and organizations; Collect, review and input data into financial planning software. Create financial plans. Attend and document client meetings ; Start date with business: 2024-05-28; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.
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