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1 Rockefeller Plaza 7Th Floor, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-10 |
| CO | RA | APPROVED | 2026-08-10 |
| CT | RA | APPROVED | 2026-08-10 |
| DE | RA | APPROVED | 2026-08-10 |
| DC | RA | APPROVED | 2026-08-10 |
| FL | RA | APPROVED | 2026-08-10 |
| IL | RA | APPROVED | 2026-08-10 |
| LA | RA | APPROVED | 2026-08-10 |
| ME | RA | APPROVED | 2026-08-10 |
| MA | RA | APPROVED | 2026-08-10 |
| NH | RA | APPROVED | 2026-08-10 |
| NJ | RA | APPROVED | 2026-08-10 |
| NY | RA | APPROVED | 2026-08-10 |
| PA | RA | APPROVED | 2026-08-10 |
| RI | RA | APPROVED | 2026-08-10 |
| SC | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED_RES | 2026-08-10 |
| VA | RA | APPROVED | 2026-08-10 |
| WA | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solaris Group - Solaris Asset Management | New York | NY | 01/2004 | 12/2017 |
| Inverness Counsel, Llc | New York | NY | 01/2018 | 10/2021 |
| Ingalls & Snyder Llc | New York | NY | 11/2021 | Present |
| Ingalls Investment Management, Llc | New York | NY | 08/2026 | Present |
Trustee for six family and friends trusts for past several years. Approx. number of hours to serve as Trustee is 5-10 per month.
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