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447 Broadway, 2Nd Flr #1074, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-03 |
Branch Locations
447 Broadway, 2Nd Flr #1074, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2015 | 02/2017 |
| Cloverhill Capital Management | Smithtown | NY | 06/2015 | Present |
1. CLOVERHILL CAPITAL MANAGEMENT, LLC, INVESTMENT RELATED, ADDRESS: 447 BROADWAY, 2ND FLOOR, NY 10013, RIA, POSITION: PRESIDENT, START DATE: 06/2015, 160 HOURS DEVOTED A MONTH, 160 HOURS DEVOTED DURING SECURITIES TRADING HOURS, DUTIES: INVESTMENT ADVISORY, FINANCIAL PLANNING AND WEALTH MANAGEMENT SERVICES, FIRM PRINCIPAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-31 |
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