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10 E. 53Rd Street Suite 1400, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
Los Angeles, CA • United States
10 E. 53Rd Street Suite 1400, New York, NY 10022 • United States
Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-10 |
| NY | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset & Wealth Management Search Llc | Brooklyn | NY | 04/2017 | Present |
| Asset & Wealth Management Search Llc | Brooklyn | NY | 07/2013 | Present |
| Index Technologies Group Llc | New York | NY | 04/2024 | Present |
Asset & Wealth Management Executive Search, LLC - Executive Recruiter & Owner - Non-investment-related - Los Angeles, CA - Beginning 7/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
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