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500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Level Private Llc | Harrison | NY | 05/2025 | Present |
| Mission Underwriting Managers, Llc | Chicago | IL | 04/2025 | Present |
| Atlantic Intermediaries, Llc | Burlington | NC | 06/2019 | 09/2024 |
| Rfib | Greenwich | CT | 01/2016 | 05/2019 |
| Unemployed | N/A | XX | 10/2024 | 03/2025 |
1) Mission Underwriters Hudson Series, LLC; Not investment-related; Home office; Insurance; Program Head; 4/1/2025; 160 hours per month; 120 during trading hours; Licensed insurance agent, build MGA insurance entities 2) Simon The Entrepreneur LLC; Not investment-related; Home office; Insurance advisory service; President; 6/12/2011; 10 hours per month; 0 during trading hours; Help people build and grow insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
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