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21 West 46Th Street, Suite 1507, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-10-18 |
Branch Locations
Providence, RI • United States
21 West 46Th Street, Suite 1507, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Account Services, Llc | Malvern | PA | 06/2015 | 10/2019 |
| Profor Securities, Llc | Rye Brook | NY | 01/2020 | Present |
| Fibonacci Capital Advisors Llc | Boston | MA | 08/2013 | Present |
| Clearbrook Llc | Stamford | CT | 12/2015 | Present |
(1) 03/2015 TO PRESENT; FIBONACCI CAPITAL ADVISORS LLC; BOSTON, MA; NOT INVESTMENT RELATED; OWNER; COMPANY PROVIDES STRATEGIC MARKETING CONSULTING SERVICES TO VARIOUS HEDGE FUNDS AND FUND OF HEDGE FUNDS; DUTIES INCLUDE MARKETING CONSULTING, RESEARCHING AND ADVISING; DEVOTE 30% HOURS/WEEK TO THIS ACTIVITY. (2) 10/2023 TO PRESENT; CLEARBROOK INVESTMENT CONSULTING; STAMFORD, CT; YES INVESTMENT RELATED; INDEPENDENT CONTRACTOR; INSTITUTIONAL SALES; SPEND 15 HRS/WK. (3) 8/2025 to present; FilamentTech Inc,; Newton, MA; not investment related; W2 contract; Business Development; spend 15hrs/week. (4) 03/2024 TO PRESENT; BIOFUNDER, INC.; CHICAGO, IL; NOT INVESTMENT RELATED; CO-FOUNDER; SOFTWARE TECHNOLOGY PLATFORM BUILT FOR LIFE SCIENCES AND BIOTECHNOLOGY SECTORS; SPEND APPROX 15 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-29 |
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