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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-07 |
Branch Locations
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | New York | NY | 04/2015 | Present |
Since its incorporation on 03/27/2019, I have served as Secretary and Registered Agent to Jacobs Sisters, Inc., a domestic business corporation registered in New York State. This is an investment-related business. I devote less than 5 hours per month to these roles.
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