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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| NY | RA | APPROVED | 2021-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Bridge Royalties | New York | NY | 07/2015 | Present |
Managing member of Oak Bridge Royalties a sponsor and syndicator of limited partnerships based in 200 Park Avenue, New York, NY 10166. I am the general partner overseeing fundraising, deployment, and management of capital. Relationship began in July 2015, and I devote approximately 50% of time or, 20-30 hours per week, to Oak Bridge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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