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Current Employers
Papamarkou Wellner Perkin Advisors

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-04
  • NY RA
    APPROVED
    Since 2021-08-04

Branch Locations

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Papamarkou Wellner Asset Management Inc. New York NY 03/2020 Present
Papamarkou Wellner & Company, Inc. New York NY 07/2020 Present
Infor New York NY 07/2018 02/2020
Oracle Burlington MA 07/2017 07/2018
Duke University Durham NC 08/2013 05/2017
  • 03/2020 → Present
    Papamarkou Wellner Asset Management Inc.
    New York, NY
  • 07/2020 → Present
    Papamarkou Wellner & Company, Inc.
    New York, NY
  • 07/2018 → 02/2020
    Infor
    New York, NY
  • 07/2017 → 07/2018
    Oracle
    Burlington, MA
  • 08/2013 → 05/2017
    Duke University
    Durham, NC
Other Businesses

"DJ Wellnez" or "Wellnez" DJing business for private parties & public events (bars, clubs, etc.); Approx 5-10 hours per week (or month)(none during Business hours); Fall 2013 to the present; Non-investment-related; Sole proprietor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-04
S63 Uniform Securities Agent State Law Examination 2020-08-18
  • S65 Uniform Investment Adviser Law Examination
    2021-08-04
  • S63 Uniform Securities Agent State Law Examination
    2020-08-18

View on SEC IAPD

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