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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-02 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Bronxville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lehman College Of The City University Of New York | Bronx | NY | 01/2015 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 04/2025 | Present |
| Barnard College Of Columbia University | New York | NY | 07/2017 | Present |
1)MURRAY HILL PLANNING AND CONSULTING, LLC; INVESTMENT RELATED; 2 GRAMATAN CT BRONXVILLE, NY 10708; CONSULTING SERVICE AND LIFE INSURANCE PRODUCTS; OWNER; START DATE: 01/2021; 20 HRS/MONTH SPENT ON BUSINESS; O HRS/MONTH SPENT DURING SECURITIES TRADING HRS. ECONOMIC CONSULTING SERVICES AND LIFE INSURANCE PRODUCTS. 2)THE CITY UNIVERSITY OF NEW YORK; NON-INVESTMENT RELATED; 250 BEDFORD PARK BOULEVARD WEST BRONX, NY 10468; PROFESSOR OF FINANCE;EMPLOYEE; START DATE: 2015; 120 HRS/MONTH SPENT ON OTHER BUSINESS; 4 HRS/MONTH SPENT DURING SECURITIES TRADING HRS. INSTRUCTION OF FINANCE COURSES. 3) BARNARD COLLEGE AT COLUMBIA UNIVERSITY; NON-INVESTMENT RELATED; 3009 BROADWAY, NEW YORK, NY 10027; PROFESSOR OF FINANCE; EMPLOYEE; START DATE: 2017; 12 HRS/MONTH SPENT ON OTHER BUSINESS; 2 HRS/MONTH SPENT DURING SECURITIES TRADING HRS. INSTRUCTION OF FINANCE COURSES.
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