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Eleven Times Square 15Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
Eleven Times Square 15Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | New York | NY | 12/2002 | 08/2018 |
| Wealth Actually Llc | New York | NY | 08/2018 | Present |
| Calamos Wealth Management Llc | New York | NY | 02/2019 | 02/2020 |
| Next Capital Management Llc | New York | NY | 09/2022 | Present |
Wealth Actually, LLC; not investment-related; 60 Gramercy Park North, #7J, New York, NY 10010; IP holding company, public speaking media and marketing consulting; President; started 08/2018; approximately 6 hours per month, 1 hour during securities trading hours; content development, public speaking, family education and consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-01 |
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