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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
150 E Palmetto Park Road, Suite 500, Boca Raton, FL 33432 • United States
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 |
|---|---|---|---|---|
| Wealthspire Advisors | Melville | NY | 03/2006 | Present |
Hy Flyers GC/Fairway TM Co 1 LLC. Not investment-related. 222 Lakeview West Palm Beach, FL 33401. HyFlyers GC is a golf team associated with the LIV Golf League. LIV Golf is a professional golf tour established in 2021. Team Principal. October 2022. Approximately 3 hours per week will be devoted to Hy Flyers, which may include during trading hours though will not impact responsibilities at GMAG. Frank is responsible for business oversight with the league and the day-to-day management of the team. GMAG Management LP. Investment Related. 150 East Palmetto Park Road, Suite 500, Boca Raton, FL 33432. Asset Management. Investment Manager. Investment manager to execute processes necessary for the oversight and administration of GM Advisory Group's private fund program. 11/01/2023. 8hrs/month. 8hrs/month. Day-to-day operational and investor relation functions for various private funds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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