Certified Financial Planner, CFP Board. (July 29, 2016 – Present).
Series 66, FINRA. (August 15, 2014 – Present).
Series 63, FINRA. (December 15, 2011 – Present).
Series 7, FINRA. (November 15, 2011 – Present).
Certified Paralegal, American Bar Association. (June 15, 2002 – Present).