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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
60 East 42Nd Street Suite 1120, New York, NY 10165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Wealthstream Advisors, Inc. | New York | NY | 04/2015 | 09/2025 |
1.) NAME OF OBA: 444 W. 23RD ST. TENANTS CORP; ADDRESS: NEW YORK, NY 10011; NATURE: COOP APARTMENT BOARD; INVESTMENT RELATED: NO; TITLE WITH OB: SECRETARY; DUTIES: NOTE TAKER; START DATE: 2007; APPROX. NUMBER OF HOURS/MONTH:1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2) I serve as a board member of my small residential cooperative in NYC. My role is as secretary, primarily charged with scheduling meetings, taking minutes, and other administrative tasks.
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