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Current Employers
Ithaka Strategic Partners

5 Willow Lane, Kings Park, NY 11754 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14

Branch Locations

5 Willow Lane, Kings Park, NY 11754 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coyle Hospitality Group New York NY 05/2008 Present
Citigroup Queens NY 04/2013 06/2019
Equitybee Palt Alto CA 03/2021 Present
North Capital Private Securities Salt Lake City UT 04/2021 03/2022
Equitybee Securities, Llc Palo Alto CA 03/2022 Present
  • 05/2008 → Present
    Coyle Hospitality Group
    New York, NY
  • 04/2013 → 06/2019
    Citigroup
    Queens, NY
  • 03/2021 → Present
    Equitybee
    Palt Alto, CA
  • 04/2021 → 03/2022
    North Capital Private Securities
    Salt Lake City, UT
  • 03/2022 → Present
    Equitybee Securities, Llc
    Palo Alto, CA
Previous Registrations
  • 2013-06-18 → 2019-09-10
    New York, NY
    Astoria, NY
    Astoria, NY
    New York, NY
    Holbrook, NY
    Woodside, NY
    Long Island City, NY
    New York, NY
    Port Jefferson, NY
    Port Jefferson, NY
    New York, NY
    New York, NY
    Port Jefferson, NY
  • 2012-10-01 → 2013-04-24
    Northport, NY
    Greenlawn, NY
    Commack, NY
    Dix Hills, NY
    Greenlawn, NY
  • 2010-04-29 → 2012-10-01
    Chase Investment Services Corp.
    Commack, NY
    Northport, NY
    Kings Park, NY
    Deer Park, NY
    East Islip, NY
    Greenlawn, NY
    Northport, NY
  • 2009-10-08 → 2010-04-21
    First Midwest Securities, Inc.
    Bloomington, IL
    Hauppauge, NY
Other Businesses

COYLE HOSPITALITY GROUP-244 MADISON AVENUE, NEW YORK,NY. 10016. GUEST SERVICE MEASURMENT&ANALYSIS-EVALUATOR. START DATE 05/02/08. WORKS 4 HOURS PER MONTH,NO HOURS SPENT DURING MARKET HOURS. EVALUATOR OF HOTELS,RESTAURANTS. COMPENSATION IS REIMBURSMENT OF EXPENSES PLUS A FEE. SIDEWORKHQ - PASSIVE INVESTMENT WITH A COMPANY THAT PROVIDES SOFTWARE TO THE HOSPITALITY INDUSTRY. INVESTMENT RELATED, 0 HOURS PER WEEK. Ithaka Strategic Partners - registered investment adviser; Founder/Owner; dual registration required by NY law, start date June 2024. 10 hours/month; 0 during trading hours. Review P&L on a monthly basis. Consult on overall strategy, sales processes; no investment-related duties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-12
S63 Uniform Securities Agent State Law Examination 2003-09-15
  • S66 Uniform Combined State Law Examination
    2006-08-12
  • S63 Uniform Securities Agent State Law Examination
    2003-09-15

View on SEC IAPD

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