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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-29 |
Branch Locations
3835 Pga Boulevard Suite 1101, Palm Beach Gardens, FL 33410 • United States
90 Park Ave Suite 1700, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New York | NY | 03/2014 | 10/2018 |
| Lenox Wealth Advisors, Llc | New York | NY | 10/2018 | 06/2022 |
| Wealthspire Advisors | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
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