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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-19 |
Branch Locations
7 Giralda Farms Suite 300, Madison, NJ 07940 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
7 Giralda Farms Suite 300, Madison, NJ 07940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-23 |
Branch Locations
7 Giralda Farms Suite 300, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geller Advisors, Llc | New York | NY | 09/2023 | 03/2025 |
| Corient | New York | NY | 01/2025 | 04/2025 |
| Transcend Capital Advisors, Llc | Madison | NJ | 04/2025 | 07/2026 |
| Fiduciary Trust Company International | New York | NY | 06/2021 | 06/2023 |
| Abbott Downing, A Wells Fargo Business | New York | NY | 10/2012 | 06/2021 |
| Arax Advisory Partners | Madison | NJ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
| S66 | Uniform Combined State Law Examination | 2011-02-14 |
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