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600 Lexington Avenue 15Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-06 |
Branch Locations
600 Lexington Avenue 15Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtin University | Perth | 07/2016 | 12/2016 | |
| Ralph Lauren Corporation | New York | NY | 06/2017 | 08/2017 |
| Tulane University | New Orleans | LA | 08/2014 | 05/2018 |
| Tulane University - A.B. Freeman School Of Business | New Orleans | LA | 08/2014 | 05/2018 |
| Urj Henry S. Jacobs Camp | Utica | MS | 05/2018 | 08/2018 |
| Union For Reform Judaism | New York | NY | 08/2018 | 08/2019 |
| Payne Capital Management | New York | NY | 08/2019 | 02/2022 |
| Round Table Wealth Management | Westfield | NJ | 02/2022 | 11/2022 |
| Cerity Partners Llc | New York | NY | 12/2022 | 01/2024 |
| Shufro, Rose & Co., Llc | New York | NY | 01/2024 | Present |
Board of Advisors at Camp Dream Street; Located at 3863 Morrison Rd, Utica, MS 39175. Volunteer Board Member. Non-investment related. Start date: July 1, 2025. Approximately 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-20 |
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