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Eleven Times Square 15Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-18 |
Branch Locations
Eleven Times Square 15Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spearhead Capital Advisors | Wellington | FL | 05/2019 | 06/2023 |
| Greycourt & Co., Inc. | Pittsburgh | PA | 05/2007 | 04/2019 |
| Next Capital Management Llc | Mars | PA | 09/2023 | Present |
| Rockefeller Global Family Office | New York | NY | 06/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-16 |
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