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265 Franklin Street Suite 1702, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-30 |
Branch Locations
West New York, NJ • United States
265 Franklin Street Suite 1702, Boston, MA 02110 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch | New York | NY | 09/2007 | 10/2017 |
| Procyon Private Wealth Partners, Llc | Shelton | CT | 11/2017 | 07/2018 |
| Procyon Institutional Partners, Llc | Shelton | CT | 11/2017 | 07/2018 |
| Avenir Private Advisors, Llc | Miami | FL | 08/2018 | 09/2019 |
| Allied Millennial Partners | New York | NY | 10/2019 | 10/2023 |
| Bridgeway Wealth Partners, Llc | New York | NY | 10/2019 | 10/2023 |
| Wealth Effects | Boston | MA | 10/2023 | Present |
1) LVXP, LLC; Investment Related; 2601 South Las Vegas Blvd. Las Vegas, Nevada 89109; Real Estate Development; member of the Board of Directors and Equity partner; 10/30/2023; 2 hours per month; provide strategic oversight and guidance on project initiatives
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-20 |
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