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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
5 Penn Plaza Suite 1973, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 07/2017 | 01/2021 |
| Rutgers University | New Brunswick | NJ | 09/2014 | 05/2018 |
| Bank Of America, N.A. | Short Hills | NJ | 08/2018 | 01/2021 |
| Equitymultiple | New York | NY | 01/2021 | 05/2023 |
| Growth Capital Services | San Francisco | CA | 01/2021 | 05/2023 |
| Creative Planning Llc | Overland Park | KS | 05/2023 | Present |
EQUITYMULTIPLE, AN INVESTMENT RELATED BUSINESS LOCATED IN NEW YORK, NEW YORK. INVESTOR RELATIONS ASSOCIATE SINCE JANUARY 1, 2021. APPLICANT MANAGES RELATIONSHIPS WITH EQUITYMULTIPLE INVESTORS. APPLICANT SPENDS 140 HOURS PER MONTH AT THIS ACTIVTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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