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394 W Lafayette Rd, Inlet Beach, FL 32461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2022-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | New York | NY | 08/2017 | 10/2020 |
| Columbia University In The City Of New York | New York | NY | 08/2012 | 05/2017 |
| Yieldstreet | New York | NY | 10/2020 | 04/2021 |
| Private Investor/Trader | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-14 |
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