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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2022-06-30 |
Branch Locations
90 Park Ave Suite 1700, New York, NY 10016 • United States
Bluffton, SC • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins. Company | Springfield | MA | 12/1987 | 08/2018 |
| Mml Investors Services, Inc. | New York | NY | 01/1988 | 08/2018 |
| Lenox Advisors, Inc. | New York | NY | 01/2002 | 06/2022 |
| Lenox Management Company, Llc | New York | NY | 01/2002 | Present |
| Lenox Financial Group, Llc | New York | NY | 01/2000 | Present |
| Lenox Long Term Care, Inc. | New York | NY | 06/2002 | Present |
| Wealthspire Advisors | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-14 |
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