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Farmingdale, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fg Advisory Services, Llc | Briarcliff Manor | NY | 02/2025 | 07/2025 |
| The Financial Gym, Inc. | Portland | OR | 11/2023 | 07/2025 |
| Zurich International School | Waedenswil | 07/2012 | 07/2023 | |
| Mortgage Trust | Portland | OR | 07/2023 | 08/2024 |
| Value Added Mortgage | Oregon City | OR | 02/2025 | Present |
| Connective Wealth Partners, Llc | Portland | OR | 07/2025 | Present |
1) Wholehearted Homes - Real Estate. I am a realtor/real estate agent. Address: 500 SW 166th Ave., Beaverton, OR 97225. I started with Wholehearted Homes in March, 2024. Previously, I was with Keller Williams Portland Central from November, 2021 until March, 2024. I work approximately 30-40 hours per month in this business; During securities trading hours, approximately 5 hours per week; I help buyers to find and purchase homes - this includes searching for properties, negotiating sale contracts and supporting the buyers throughout the process (I have a transaction coordinator who does the paperwork once the client is under contract). I also hold and attend events to meet potential clients and do other marketing activities. 2) I am a licensed loan originator working as a mortgage broker. My employer is Value Added Mortgage. Address: 511 Main St. #117, Oregon City, OR 97045. Mortgage brokerage. I work ~ 4-5 hours per month in this business. I started with Value Added Mortgage in February, 2025. Previously, I was with another mortgage brokerage - Mortgage Trust - Portland, OR from July 2023 - August, 2024. Duties included finding clients, and originating mortgages. Due to the current market, I do not spend much time in this business however, I remain licensed. 3) I am a Life Coach. My business is Goals Realized Coaching. I have been working in this business since April, 2009. It is a sole proprietorship with a home office: 2021 SW Main St., Unit 18, Portland, OR 97205. Currently, I only spend 2-4 hours per month in this business. I provide life coaching for private individuals. 4) The Financial Gym; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activity with Connective Wealth Partners, LLC; Investment Advisor Representative; Start date: 07/2025; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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