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Advisor at BROOKLYN FI, LLC
BROOKLYN, NY | Slidell, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BROOKLYN FI, LLC | Independent wealth | Jun 23, 2026 | n/a | yes | Slidell, LA|BROOKLYN, NY | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Mar 4, 2024 | Mar 12, 2026 | no | Mandeville, LA|Gulfport, MS|Metairie, LA|Baton Rouge, LA | Previous registration |
| JECOHEN & CO., LLC | State registered | Sep 2, 2023 | Jan 9, 2024 | no | NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | BROOKLYN FI, LLC | Mar 12, 2026 | Jun 23, 2026 | 103 | Firm change | Ibd to RIA |
| JECOHEN & CO., LLC | AE WEALTH MANAGEMENT, LLC | Jan 9, 2024 | Mar 4, 2024 | 55 | Firm change | Other |