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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| FL | RA | APPROVED | 2026-07-07 |
| IL | RA | APPROVED | 2026-06-10 |
| OH | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED_RES | 2021-12-06 |
| NY | RA | APPROVED | 2021-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angelina's Ristorante | Staten Island | NY | 01/2011 | 05/2020 |
| Td Bank | Brooklyn | NY | 01/2017 | 12/2018 |
| Advisory Management | New York | NY | 06/2020 | 03/2021 |
| Passive Management Llc | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
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