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1129 Northern Blvd Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-28 |
| TX | RA | APPROVED | 2019-10-01 |
Branch Locations
1129 Northern Blvd Suite 404, Manhasset, NY 11030 • United States
New York, NY • United States
Manhasset, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Usa Inc. | New York | NY | 10/2012 | 01/2017 |
| Wealthunite Advisors, Llc (Fka Highclere Capital Llc) | New York | NY | 01/2017 | Present |
| Island Pump And Tank | East Northport | NY | 06/2019 | 02/2023 |
| Diandrea Design And Development | Manhasset | NY | 09/2024 | Present |
DiAndrea Design and Development; not investment-related; 34 Central Drive, Manhasset, NY 11030; real estate development company; CFO, starting 02/2024; approximately 50 hours/month devoted to this other business, approximately 12 of which are during trading hours; duties include services related to bookkeeping, product purchasing and sourcing, and real estate development design.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
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