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140 East 45Th Street Suite 15B, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-04 |
Branch Locations
140 East 45Th Street Suite 15B, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Roosevelt Investment Group, Inc. | New York | NY | 05/2008 | 12/2020 |
| Roosevelt Investments | New York | NY | 01/2021 | 05/2024 |
| Corient Services Llc | Miami | FL | 01/2022 | 05/2024 |
| Corient | New York | NY | 02/2023 | 05/2024 |
| Osprey Private Wealth Llc | New York | NY | 11/2025 | Present |
| Self-Employed | New York | NY | 06/2024 | 10/2025 |
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