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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-04 |
| CT | RA | APPROVED | 2025-07-15 |
Branch Locations
100 International Drive Ste 340, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Financial Group | Portland | OR | 06/2011 | 01/2023 |
| M Financial Group | Portland | OR | 01/2023 | 04/2025 |
| Unemployed | Portland | OR | 04/2025 | 06/2025 |
| Equitable Advisors, Llc | New York | NY | 07/2025 | Present |
1) Yarn Posse Designs - a sole proprietorship that designs clothing for hand knitters. I sell the instructions for hand knitters to make the design. The business is not related to investments in any way. It is located in my home at 7 Wainwright Rod Unit 17, Winchester, MA 01890 . I established Yarn Posse Designs in April 2021. I spend about 10 hours a month on Yarn Posse Designs, always on weekends. I do not have any employees. 2) 06/01/2024 to present, Board member, Financial Beginnings, 619 SW 11th Ave, Portland, OR 97205, 1 hour per month, zero comp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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