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Astoria, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher Financial Coach, Llc | Astoria | NY | 06/2021 | Present |
| Energy Tech High School/Nyc Department Of Education | Queens | NY | 09/2019 | 09/2023 |
| Oracle Education Foundation | Redwood Shores | CA | 07/2018 | 07/2019 |
| Brooklyn Emerging Leaders Academy | Brooklyn | NY | 08/2017 | 08/2019 |
| Ruamrudee International School | Min Buri | 07/2016 | 06/2017 | |
| Educated Financial Planning, Llc | Astoria | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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