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453 Riverside Drive, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
| NJ | RA | APPROVED | 2025-04-15 |
| NY | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 08/2015 | 05/2017 |
| Fogel Capital Management | New York | NY | 05/2017 | 08/2017 |
| Indiana University - Kelley School Of Business | Bloomington | IN | 08/2017 | 05/2019 |
| Maxim Group | New York | NY | 08/2019 | 02/2020 |
| Hva | New York | NY | 02/2020 | 07/2021 |
| Canaccord Genuity | New York | NY | 07/2021 | Present |
| Magv Securities, Inc. | Hoboken | NJ | 05/2022 | Present |
Madison Alley/not investment related/45 Rockefeller Plaza, 20th Floor, New York, NY 10111/Advisory on M&A transactions/Senior Analyst/3-28-2022 start date/300 hours per month/6.5 hours during trading hours/Analyst advising on M&A transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-29 |
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