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Dobbs Ferry, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nevis Equity Advisors Llc | New York | NY | 01/2025 | Present |
| Central Park Touring | New York | NY | 05/2024 | Present |
| Whitridge Associates | New York | NY | 10/2023 | 04/2024 |
| Cross Country Mortgage | New York | NY | 07/2023 | 10/2023 |
| Envoy Mortgage | New York | NY | 04/2021 | 06/2023 |
| Bank Of America | New York | NY | 02/2019 | 04/2021 |
| Pnc Bank | New York | NY | 04/2018 | 02/2019 |
| Green World Financial, Llc | New York | NY | 05/2013 | 04/2018 |
| 80Th Street Ventures | New York | NY | 09/2025 | Present |
1) Licensed Mortgage Loan Originator; Investment-related; Same address; Mortgage originating and lending; Assist prospective homeowners with acquiring mortgage loans; Approx. 10% of time during the month. 2) Central Park Touring; Not investment-related; Owner and tour guide; Oversee operations, lead tour groups; Approx. 10% of time during the month. 3) 80th Street Ventures; Not-investment related; Same as reported business location; co-founder for parking information app; oiversee finance and growth strategies; approx. 4% of time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-25 |
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