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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mojo Interactive Inc | New York | NY | 01/2022 | 03/2024 |
| Walmart | Hoboken | NJ | 06/2020 | 12/2021 |
| Warby Parker | New York | NY | 07/2018 | 06/2020 |
| Northeastern University | Boston | MA | 09/2013 | 06/2018 |
| Cbk Wealth | New York | NY | 03/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Wealthpaw Ai | New York | NY | 06/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: CBK WEALTH; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TECHNOLOGY CONSULTING; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: TECHNOLOGY CONSULTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEVERAGING TECHNOLOGY TO IMPROVE VARIOUS ASPECTS OF THE FIRM'S OPERATIONS, IMPLEMENT SOFTWARE SOLUTIONS TAILORED TO THE FIRM'S NEEDS, SUCH AS ACCOUNTING SOFTWARE, CLIENT MANAGEMENT SYSTEMS, OR DATA ANALYTICS TOOLS, SETTING UP A REDTAIL CRM INTEGRATION; 2. NAME OF OTHER BUSINESS: WEALTHPAW AI; INVESTMENT RELATED: NO; ADDRESS: NEW YORK, NY 10024; NATURE OF BUSINESS: TECHNOLOGY CONSULTING / ENTITY IS FOR TAX PURPOSES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: SETTING UP THE REDTAIL CRM AND FMG SUITE INTEGRATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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