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515 North Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-05-02 |
| NY | RA | APPROVED | 2023-06-06 |
Branch Locations
515 North Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | New York | NY | 04/2016 | 07/2018 |
| Joseph Gunnar & Co., Llc | New York | NY | 06/2018 | Present |
| Joseph Gunnar & Co., Llc | New York | NY | 06/2018 | Present |
| West Pine 43 Llc | New York | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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