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1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-13 |
| NC | RA | APPROVED | 2022-12-13 |
Branch Locations
1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States
Port Washington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Melville | NY | 09/2015 | 11/2021 |
| Janney Montgomery Scott Llc | Melville | NY | 11/2021 | Present |
| Victory Capital Services, Inc. | Port Washington | NY | 10/2022 | Present |
| Westend Advisers, Llc | Port Washington | NY | 10/2022 | Present |
Amare GP, LLC 80 Bogart Ave, Port Washington, NY 11050 Created in October of 2019 Meant to own private investments I am listed as the "manager" of the LLC, but I do not devote any time to this business, I simply have my accountant file tax returns every year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-24 |
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