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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-10 |
| NY | RA | APPROVED | 2022-01-04 |
Branch Locations
17 Battery Place Ste 625, New York, NY 10004 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvington | NY | 09/2014 | 04/2019 |
| Chateau Income And Equity Llc | Eastchester | NY | 10/2011 | Present |
| Marshall Capital Management, Llc. | Bronx | NY | 10/2016 | Present |
| Lpl Financial Llc | Ardsley | NY | 07/2019 | 03/2021 |
| Sterling National Bank | Ardsley | NY | 07/2019 | 03/2021 |
| Benchmark Investments, Inc. | New York | NY | 04/2021 | Present |
| Benchmark Advisory Services Llc | New York | NY | 04/2021 | 01/2022 |
| Kingswood Wealth Advisors Llc | Stockbridge | GA | 01/2022 | Present |
1 - MARSHALL CAPITAL MANAGMENT, LLC. - Business Entity - inv rel - at reported business location(s) - start: 10/2016 3)06/28/2019 2 - CHATEAU INCOME AND EQUITY, LLC. - inv rel - at reported business location(s) - starty: 10/2011 CHATEAU INCOME & EQUITY,Is Not Investment Related,"3235 SPENCER DRIVE, , BRONX, NY, 10465, United States",REAL ESTATE,OWNER,6/28/2019,0 hours per month,0 hours per month during trading hours,Commission Compensation,REAL ESTATE MARSHALL CAPITAL MANAGEMENT,Is Not Investment Related,"3235 SPENCER DRIVE, , BRONX, NY, 10465, United States",REAL ESTATE,OWNER,10/1/2016,0 hours per month,0 hours per month during trading hours,Other Compensation,REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-31 |
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