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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors (Previously Roundangle Advisors Llc) | Red Bank | NJ | 10/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 01/2026 |
| Bernstein & Bernstein Cpa's Llp | Red Bank | NJ | 01/2007 | 01/2026 |
1. Crump-Non- Investment Related, Address: 105 Maxess Road, Suite 301, Melville, NY 11747, Life Insurance, Position: Producer, Start Date 11/2015, 40 hours devoted a month, 20 hours devoted during securities trading hours, Duties: Advise clients on importance of Life Insurance. Sell and service recommended insurance products. 2. Bernstein & Bernstein CPA's, LLP. Non- Investment Related, Address: 1 Harding Road, Suite 206 Red Brank, NJ 07701, Accounting and tax services, Position: Owner(99% Partner), Start Date: 01/01/2007, 20 hours devoted a month, 2 hours devoted during securities trading hours, Duties: Tax preparer and accounting services. 3. RoundAngle Advisors LLC. Investment Related, Address: At Registered Location, RIA, Position: IAR, Start Date: 10/2015, 150 hours devoted a month, 150 hours devoted during securities trading hours, Duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-21 |
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