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399 Park Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worden Capital Management Llc | New York | NY | 11/2020 | 03/2021 |
| Unemployed | East Islip | NY | 05/2020 | 11/2020 |
| University Buffalo | Buffalo | NY | 08/2016 | 05/2020 |
| Fire Island Ferries Inc. | Bay Shore | NY | 06/2016 | 08/2019 |
| Kuttin Wealth Management - Ameriprise | Hauppauge | NY | 03/2021 | 02/2022 |
| First Manhattan | New York | NY | 03/2024 | Present |
| Cognetic Capital Advisors | White Plains | NY | 03/2022 | 03/2024 |
Touhy 5, LLC 3 Wildwood Court, East Islip, NY 11730 LLC formed as family estate planning business 10% minority owner April 2024 Zero hours devoted to business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-31 |
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