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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
8007 Epping Lane, Austin, TX 78745 • United States
90 Park Ave Suite 1700, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holding Securities, Inc. | Portland | OR | 10/2015 | 03/2018 |
| Ubs Financial Services Inc. | New York | NY | 05/2018 | 11/2019 |
| Lenox Wealth Advisors, Llc | New York | NY | 11/2019 | 06/2022 |
| Wealthspire Advisors | Austin | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-27 |
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