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7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-11 |
Branch Locations
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
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 |
|---|---|---|---|---|
| Eagle Bay Family Office | New York | NY | 11/2024 | Present |
| Strategy-Partners, Llc | Rhinebeck | NY | 06/2021 | Present |
| Flannery Consultants | New York | NY | 10/2017 | 12/2022 |
| Wilshire Associates | Jersey City | NJ | 03/2016 | 12/2017 |
Strategy-Partners, LLC; Not investment-related; PO Box 849 6383 Mill Street, Rhinebeck NY 12572; Carbon Credit Data/Technology; Managing Partner; 6/2021; 20 hours/month; 1-3 hrs/week; Business Development strategy consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
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