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Current Employers
Zoe Financial, Inc.

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-31
  • NY RA
    APPROVED
    Since 2025-10-31

Branch Locations

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Instaswim Hillsborough NJ 06/2023 12/2023
Equitable Advisors, Llc. New York NY 09/2023 09/2025
Georgetown University Washington DC 09/2019 06/2023
Hillsborough Ymca Hillsborough NJ 01/2021 06/2021
Hillsborough High School Hillsborough NJ 09/2015 05/2019
Summer Break Hillsborough NJ 06/2019 08/2019
Zoe Securities Llc New York NY 10/2025 Present
Zoe Financial New York NY 10/2025 Present
  • 06/2023 → 12/2023
    Instaswim
    Hillsborough, NJ
  • 09/2023 → 09/2025
    New York, NY
  • 09/2019 → 06/2023
    Georgetown University
    Washington, DC
  • 01/2021 → 06/2021
    Hillsborough Ymca
    Hillsborough, NJ
  • 09/2015 → 05/2019
    Hillsborough High School
    Hillsborough, NJ
  • 06/2019 → 08/2019
    Summer Break
    Hillsborough, NJ
  • 10/2025 → Present
    Zoe Securities Llc
    New York, NY
  • 10/2025 → Present
    Zoe Financial
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2023-11-20

View on SEC IAPD

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