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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
18881 Von Karman Avenue, Irvine, CA 92612 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald & Co. | Irvine | CA | 12/2015 | Present |
| Cerity Partners Llc | Costa Mesa | CA | 11/2020 | Present |
TAFF AVENUE, LLC; INVESTMENT RELATED;32251 PEPPERTREE BEND, SAN JUAN CAPISTRANO, CA 92675; RENTAL PROPERTY; NO ROLE/TITLE; 1/1/2016; 0 HRS/MTH; 0 DURING SECURITY TRADING HOURS; OWN AND RENT INVESTMENT PROPERTY. WIFE HANDLES THE DAY TO DAY BUSINESS AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-17 |
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