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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Delafield | WI | 11/2017 | Present |
| Milwaukee Kollel | Milwaukee | WI | 09/2013 | 11/2017 |
| B.E.S.T. Camp | Milwaukee | WI | 07/2012 | 08/2017 |
I am a vice president of the board of directors of Torah Academy of Milwaukee (local girl's high school. the address is 6800 N. Green Bay Avenue, Glendale, WI 53209. The business is not investment related. My duties include fundraising and budget approval. The school has endowments, but I do not manage them. I spend about 2-3 hours a month on my duties, none of that time is during trading or business hours. I do not receive any compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
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