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521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-18 |
Branch Locations
521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laidlaw Company | New York | NY | 01/2017 | Present |
| Montclair State | Montclair | NJ | 09/2015 | 05/2017 |
| Valet Kings | Ramsey | NJ | 06/2016 | 12/2016 |
| Laidlaw Wealth Management | New York | NY | 01/2020 | Present |
Lucius Partners LLC, Associate, Investment Related, 575 Fifth Ave, NY; Consulting Management; Started in January 2020; 20 hours per month, 5 during trading hours; duties include communicating with board members, research, creating presentations and assisting with the website.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-11 |
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