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725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nostra | New York | NY | 07/2023 | 12/2024 |
| Unemployed | Glen Head | NY | 05/2023 | 07/2023 |
| Mba | Boston | MA | 08/2021 | 05/2023 |
| Unemployed | Glen Head | NY | 07/2021 | 08/2021 |
| Halliday Financial | Glen Head | NY | 11/2020 | 07/2021 |
| Unemployed | Glen Head | NY | 09/2020 | 11/2020 |
| Gympass | New York | NY | 01/2020 | 09/2020 |
| Unemployed | New York | NY | 09/2019 | 01/2020 |
| Meltwater | New York | NY | 06/2019 | 09/2019 |
| Unemployed | Glen Head | NY | 05/2019 | 06/2019 |
| Hofstra | Hempstead | NY | 09/2015 | 05/2019 |
| Halliday Financial | Glen Head | NY | 01/2024 | Present |
Monday Girls 84 Dalecroft Circle, Markham Ontario L3R 6J9, Canada, Started 7/22/24, not investment related, Event Planning, Spending 0-1 hours/day, 0-1 hours per day during trading hours, Compensated thorugh reimbursements & dinners. Money Her Way Started LLC; 50% Co-Owner, Started 1/1/2022 725 Glen Cove Ave, Glen Head NY 11545, Blog, Media Financial, Investment related, Spending 0-2 hours per day, 0-2 hours per day spent during securities trading hours. Expected annual income $20,000/year through salary/flat fee. Try Inertia LLC, started 6/2025 - 725 Glen Cove Ave, Glen Head, NY Founder and CEO responsible for management of business, managing investor money,, secretary and treasury of business. The business is investment related, an app that offers spending/budgeting insight. Spending 30 hours/per week, as of end of 2025 does not provide any income as the business is in developmental stages. The company is a corporation in which advisor owns 60% of the corporation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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