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1244 119Th Street, Whiting, IN 46394 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-12 |
| IN | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominari Securities Llc | New York | NY | 10/2023 | 05/2024 |
| Semi-Professional Hockey Player | Peoria | IL | 01/2023 | 05/2023 |
| Unemployed | West Olive | MI | 05/2023 | 10/2023 |
| Endicott College | Beverly | MA | 09/2019 | 08/2022 |
| Endicott College | Beverly | MA | 08/2022 | 01/2023 |
| Student | West Olive | MI | 01/2013 | 09/2019 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2024 | 04/2025 |
| American Trust Investment Services | New York City | NY | 06/2025 | Present |
| Unemployed | New York City | NY | 05/2025 | 05/2025 |
| American Trust Investment Advisory Services, Inc | Whiting | IN | 06/2025 | Present |
| Poppy Capital L.L.C. | San Juan | PR | 06/2025 | Present |
1. JCB4 Holding, non-investment related, 10357 Lakeshore Dr., West Olive, MI 49460, holding company to hold and incubate various underlying start-up entities, start 1/2023, owner/founder, 5 hours per month outside of trading hours. 2. American Trust Investment Advisory Services, Inc.- Start date 6/20/25. Investment related. - RIA firm - Investment Adviser Representative. Approx. 32.5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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