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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 01/2015 | 12/2016 |
| Saxony Securities | St. Louis | MO | 12/2016 | 06/2019 |
| Kdm Capital | New York | NY | 12/2016 | Present |
| Ike Capital, Llc | New York | NY | 02/2025 | Present |
1) KDM Capital LLC- DBA for investment related business. 2) KDM Capital LLC (OBA), for investment related activity, 120 E 23rd St, New York, NY, investment advisory business, financial advisors, start date 12/2016, 40 hours per month during trading hours, conduct business through RIA. 3) Ike Capital; Portfolio Manager; Investment Related; 77 The Oaks Roslyn New York 11576; Registered Investment Advisor; Assist in stock selection; Start date: 2025-02-10; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 7; Contact person at the organization: Lauren Casey; Website address for the organization: http://www.ikecapital.com/contact-us/.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-15 |
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