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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2024-04-16 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New York | NY | 09/2006 | 08/2022 |
| Bank Of America, N.A. | New York | NY | 06/2011 | 08/2022 |
| First Republic Securities Company, Llc | New York | NY | 08/2022 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 08/2022 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, Na. | New York | NY | 10/2023 | Present |
| Nkajk2, Llc | Brooklyn | NY | 03/2024 | Present |
| Nkajk Llc | North Bergen | NJ | 06/2025 | Present |
| Nkajk3, Llc | Jersey City | NJ | 07/2025 | Present |
Entity Name: PCF IV LO MESA Sidecar co investment Investment related: No "Address: PCF IV LO MESA, LLC 3500 Lenox Road suite 625 atlanta, GA 30326 Peachtreegroup.com" Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 10/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investor in potential co investment opportunity Entity Name: PG Anchorage investors, LLC Investment related: No Address: Peachtreegroup.com Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate fund investing in real estate for hotel development Entity Name: NKAJK3, LLC Investment related: No Address: Jersey City, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own a multifamily that will be rebuilt and subsequently built out. Entity Name: NKAJK LLC Investment related: No Address: North Bergen, NJ Multifamily home Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner of property/landlord Name: New York Institute of Technology Address: 1855 Broadway (at 61st Street) New York NY 10023 Investment-related: No Nature of the business: Education Role: Advisory board Start Date: 08/01/2019 Description of duties: To make the school MBA curriculum better. Review internship programs available to students and previously advised on getting our program accredited. Number of hours each month: 2 hours per year Number of hours during trading: 0 Entity Name: Real Estate - The Appalachian Hotel unit (1st unit) Investment related: No Address: Vernon, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 8/1/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Condo hotel that is given to a management company for renting out Entity Name: Real Estate - The Appalachian Hotel unit (2nd Unit) Investment related: No Address: Vernon, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 7/1/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hotel on mountain creek, NJ Entity Name: Real estate NKAJK2, LLC Investment related: No Address: Brooklyn, NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 3/1/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own an apartment that is rented out
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-23 |
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