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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
| NJ | RA | APPROVED | 2018-05-30 |
Branch Locations
8 Southwoods Blvd Suite 207, Albany, NY 12211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Numina Capital Management, L.P. | New York | NY | 12/2017 | 03/2018 |
| Unemployed | Albany | NY | 09/2017 | 12/2017 |
| Escazu Estudiantes C.F. | San Jose | 06/2017 | 08/2017 | |
| Middelfart Boldklub | Middelfart | 01/2017 | 06/2017 | |
| Bucknell University | Lewisburg | PA | 08/2015 | 12/2016 |
| Ubs Financial Services | New York | NY | 03/2018 | Present |
1) Rockmore Family Trust/ investment related?:yes / Berne, NY US/ Desire to establish an irrevocable trust for the purposes of avoiding probate, avoiding estate administration and providing a vehicle for asset management in the event of disability or incapacity./ I would be expected to execute on the requests of my grandparents and help hire/fire managers for the investment portion of the trust to make sure that the money survives and is there for the real estate/responsibilities of the trust in the event of my grandparents incapacitation or death./ start date: 12/1/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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