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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brewster Lehman Stewardship, Llc | New York | NY | 04/1996 | Present |
| Fitzpatrick & Merritt (Formerly Fitzpatrick & Waterman) | Bayonne | NJ | 04/1996 | Present |
| Israels Ferguson Asset Advisors Llc | New York | NY | 06/2009 | Present |
1)AS AN ATTORNEY, I AM A TRUSTEE OR CO-TRUSTEE OF VARIOUS FAMILY TRUSTS. MY DUTIES INCLUDE INVESTMENTS AND ADMINISTRATION, GENERALLY 5-10 HOURS A MONTH, OCCASIONALLY DURING SECURITIES TRADING HOURS. I AM NOT A TRUSTEE OR CO-TRUSTEE FOR ADVISORY CLIENTS. 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) CCU, LLC, 6 RARITAN RD, OAKLAND, NJ AS A MEMBER SINCE 1/2004. COMPANY PURCHASES CREDIT CAD DEBT OF OTHERS FOR COLLECTION. SPEND APPROX 4/HRS MONTH TO COMPANY BUSINESS WITH NO HOURS DEVOTED TO COMPANY DURING TRADING HOURS. 4)FRIENDS OF THE AMHERST COLLEGE LIBRARY, PO BOX 5000, AMHERST, MA 01002. VICE CHAIR/FINANCE FROM 2005 TO 2007; CHAIR SINCE 2007 DEVOTING 3-6 HR/MTH NOT DURING TRADING HOURS. 5)AMERICAN JEWISH COMMITTEE-NY CHAPTER, 165 E 56TH ST, NYC, NY 10022. VOLUNTEER AND COMMITTEE CHAIR, DEVOTING 3-6 HR/MO. 0 HR/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
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