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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-27 |
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 | 01/2020 | Present |
| Ibm Corporation | New York | NY | 09/1978 | 01/2020 |
I sit on the Board of FPA MetroNY. I am the Chair Elect. FPA is the professional organization for financial planners. This is non-profit. I do not get paid. I started on the Board in 2020. I devote 6-10 hours a month.
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