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5 Willow Lane, Kings Park, NY 11754 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-15 |
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