Best Investors Account Sign in
Inactive

Crystal Rose Kozlak

Brooklyn Fi, LLC

San Bernardino, CA

Brooklyn, NY

Claim This Profile
Current Employers
Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-06
NY RA APPROVED 2025-06-06
  • CA RA
    APPROVED
    Since 2025-06-06
  • NY RA
    APPROVED
    Since 2025-06-06

Branch Locations

San Bernardino, CA • United States

33 Nassau Ave, Brooklyn, NY 11222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Humane League Rockville MD 01/2020 04/2020
Self Employed Los Angeles CA 05/2021 10/2021
Animal Place Grass Valley CA 09/2016 05/2023
Falcon Wealth Planning Ontario CA 05/2023 05/2025
Falcon Wealth Planning, Inc. Ontario CA 06/2024 05/2025
Brooklyn Fi, Llc San Bernardino CA 05/2025 Present
  • 01/2020 → 04/2020
    The Humane League
    Rockville, MD
  • 05/2021 → 10/2021
    Self Employed
    Los Angeles, CA
  • 09/2016 → 05/2023
    Animal Place
    Grass Valley, CA
  • 05/2023 → 05/2025
    Falcon Wealth Planning
    Ontario, CA
  • 06/2024 → 05/2025
    Falcon Wealth Planning, Inc.
    Ontario, CA
  • 05/2025 → Present
    Brooklyn Fi, Llc
    San Bernardino, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-16
  • S65 Uniform Investment Adviser Law Examination
    2024-05-16
Designations
Other Names
  • Crystal R Kozlak

View on SEC IAPD

More in San Bernardino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor