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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-09 |
Branch Locations
400 Broadhollow Road, Suite 301, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Melville | NY | 01/2016 | Present |
CKAS Equipment LLC, Non-investment related, 9 Larch Lane, Smithtown, NY 11787, Heavy Equipment Acquisition for rental purposes, Manager and Sole Owner, December 2021, 8hrs, 0hrs, Serve as manager of the LLC and acquire heavy equipment to generate income through a a cooperative rental platform.
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