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Current Employers
Cove Private Wealth, Llc

44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-03-02
  • NH RA
    APPROVED
    Since 2026-03-02

Branch Locations

Hampton, NH • United States

44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America/Us Trust New York City NY 01/2015 03/2019
Deutsche Bank New York City NY 05/2019 09/2025
Cove Private Wealth Oyster Bay NY 01/2026 Present
Not Employed New York City NY 10/2025 12/2025
  • 01/2015 → 03/2019
    Bank Of America/Us Trust
    New York City, NY
  • 05/2019 → 09/2025
    Deutsche Bank
    New York City, NY
  • 01/2026 → Present
    Cove Private Wealth
    Oyster Bay, NY
  • 10/2025 → 12/2025
    Not Employed
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-12
S63 Uniform Securities Agent State Law Examination 1994-01-11
  • S65 Uniform Investment Adviser Law Examination
    1994-12-12
  • S63 Uniform Securities Agent State Law Examination
    1994-01-11
Designations

View on SEC IAPD

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