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1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-08 |
Branch Locations
1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States
500 5Th Avenue 49Th Floor, New York, NY 10112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentrust Wealth Mangement | Miami | FL | 04/2012 | Present |
| Old City Securities Llc | New York | NY | 09/2015 | Present |
I AM A PARTNER IN GENTRUST WEALTH MANGEMENT, AND CATENARY ASEET MANAGEMENT, A REGISTERED INVESTMENT ADVISOR WITH THE SAME OWNERSHIP. THE ADDRESS IS 1450 BRICKWELL AVENUE SUITE 3050 MIAMI, FL 33131. WE PROVIDE WEALTH MANGEMENT SERVICES TO HIGH NET WORTH INDIVIDUALS. I AM A PRINCIPAL AND HEAD OF ALTERNATIVE INVESTMENTS. I STARTED AT GENTRUST ON 04/02/2012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-27 |
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