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3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-19 |
Branch Locations
1500 Jfk Boulevard Suite 1015, Philadelphia, PA 19012 • United States
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Group | Philadelphia | PA | 09/1991 | Present |
| West Capital Management | Philadelphia | PA | 02/1994 | 10/2016 |
| Real Asset Group | Philadelphia | PA | 01/1998 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2003 | 10/2016 |
| Wsfs Capital Management | Philadelphia | PA | 10/2016 | 12/2019 |
| Long Short Advisors | Philadelphia | PA | 05/2010 | 01/2021 |
| Long Short Advisors | Palm Beach | FL | 01/2021 | 12/2022 |
| Nexwealth, Llc | Bozeman | MT | 01/2021 | 02/2022 |
| Long Short Advisors | Palm Beach | FL | 07/2023 | Present |
| Nexwealth | Palm Beach | FL | 03/2022 | 08/2024 |
| Nexwealth, Llc | Philadelphia | PA | 08/2024 | Present |
Long Short Advisors, LLC (investment-related; it is an adviser to a mutual fund). CEO. Started May 2010. Approximately 2 hours per month, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-24 |
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