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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-12 |
| NY | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
90 Park Ave Suite 1700, New York, NY 10016 • United States
3835 Pga Blvd Suite 1101, Palm Beach Gardens, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenox Advisors Inc. | New York | NY | 06/2016 | 04/2018 |
| Lenox Wealth Advisors, Llc | New York | NY | 04/2018 | 06/2022 |
| Wealthspire Advisors | Palm Beach Gardens | FL | 06/2022 | Present |
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