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42 West 38Th Street Suite 800, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-30 |
| CT | RA | APPROVED | 2026-04-22 |
Branch Locations
42 West 38Th Street Suite 800, New York, NY 10018 • United States
99 Park Ave. Suite 1920, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Long Island City | NY | 04/2014 | 12/2017 |
| Wealthedge Investment Advisors | New York | NY | 05/2024 | 04/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2018 | 01/2026 |
| Unemployed | Flushing | NY | 01/2018 | 05/2018 |
| Montreux Group Llc | Stamford | CT | 04/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-03 |
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