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99 Park Ave. Suite 1920, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| NY | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forefront Capital Markets, Llc | New York | NY | 04/2013 | 06/2017 |
| Halliday Financial, Llc | Glen Head | NY | 06/2017 | Present |
| Tsa Portfolio Management, Inc. | Glen Head | NY | 07/2017 | Present |
| Wealthedge Investment Advisors, Llc | New York | NY | 05/2024 | Present |
Ed Hammer LLC. Investment-related. 160 Madison Avenue, Apt. 40F New York, NY 10016. Consulting Consultant. 10 hours per week, zero hours during trading hours. Began this in 2017. Dorchester Avenue Partners, Inc./Dorchester Equities LLC. Investment-related. 1444-1446 Dorchester Avenue, Boston, MA 02122. Real estate. Referral. Consultant. Started 2023. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Dade City Industrial Portfolio. Investment-related. 15486 Highway 301, Dade City, FL Real Estate. Referral Consultant. Started 2022. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Westroads RB Holdings, LLC. Investment-related, Equity Owner-Passive in Business. 24 Church Street, Montclair, NJ 07042. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Schmid Industrial 1 LLC, Schmid Industrial 2 LLC. Investment-related. 24 Church Street, Montclair, NJ 07042. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. North Wildwood Shopping Center, LLC, Investment-related. 2500 Delaware Avenue, North Wildwood, New Jersey 08260. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. 425 Fairvilla Investors LLC, Investment-related. 1194 King Street, 2nd Floor, Greenwich, CT 06831. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Simpson Road Industrial TIC, Investment-related. 25651 Simpson Road, Petersburg, VA 23803. Spent zero hours per week and zero hours during trading hours. No stated responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-07 |
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