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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-02 |
| MN | RA | APPROVED | 2025-10-01 |
| MA | RA | APPROVED | 2025-05-29 |
| DC | RA | APPROVED | 2025-05-06 |
| FL | RA | APPROVED | 2025-04-28 |
| LA | RA | APPROVED | 2025-04-23 |
| MI | RA | APPROVED | 2025-04-23 |
| VA | RA | APPROVED | 2025-04-23 |
| IL | RA | APPROVED | 2025-04-22 |
| KY | RA | APPROVED | 2025-04-22 |
| OR | RA | APPROVED | 2025-04-22 |
| CA | RA | APPROVED | 2025-04-21 |
| IN | RA | APPROVED | 2025-04-21 |
| MD | RA | APPROVED | 2025-04-21 |
| NJ | RA | APPROVED | 2025-04-21 |
| NY | RA | APPROVED | 2025-04-21 |
| PA | RA | APPROVED | 2025-04-21 |
| UT | RA | APPROVED | 2025-04-21 |
Branch Locations
590 Madison Avenue 28Th Floor, New York, NY 10022 • United States
Ramsey, NJ • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Joseph Gunnar & Co. Llc Dba Lellos Wealth Management | New York | NY | 04/2012 | 04/2025 |
| Alliance Global Partners | New York | NY | 04/2025 | Present |
BUTTONWOOD SELECT OPPORTUNITIES MANAGEMENT ASSOCIATES LLC C/O JOSEPH GUNNAR & CO., LLC AT 1000 RXR PLAZA, UNIONDALE, NY 11556. MEMBER OF THE JGUN AFFILIATED BUTTONWOOD FUNDS AS A NON-VOTING PASSIVE MEMBER SINCE 01/2013. O HOURS/WK IN THIS INVESTMENT RELATED BUSINESS. DUTIES ARE PASSIVE BUT THERE IS A POTENTIAL OF EARNING COMPENSATION ON A CONTINGENT BASIS AT THE DISCRETION OF THE MANAGING MEMBERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-27 |
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