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399 Park Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-10 |
| MI | RA | APPROVED | 2026-03-05 |
| CT | RA | APPROVED | 2026-03-03 |
| FL | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 11/2008 | 09/2017 |
| Gentrust, Llc | New York | NY | 01/2018 | 03/2025 |
| Unemployed | New | NY | 10/2017 | 12/2017 |
| First Manhattan | New York | NY | 04/2025 | Present |
AKS Art Advisory - not investment related - 1% owner of business - art consultancy firm - no compensation/no hours devoted to business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-13 |
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