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500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 55 Capital Partners Llc | Mill Valley | CA | 04/2016 | 12/2017 |
| Allphatrai Funds | Corte Madera | CA | 03/2021 | 12/2023 |
| Devoe & Co | Berkeley | CA | 10/2019 | 08/2020 |
| Astoria Portfolio Advisors Llc | San Anselmo | CA | 01/2025 | Present |
| Astoria Portfolio Advisors Llc | New York | NY | 01/2025 | Present |
| Wisdomtree | New York | NY | 12/2017 | 10/2019 |
| Wisdomtree | New York | NY | 08/2020 | 03/2021 |
| Unemployed | New York | NY | 12/2023 | 01/2024 |
| Selby Lane Capital | New York | NY | 01/2024 | 12/2024 |
Selby Lane Capital; Advisor; Investment Related; el Camino Real Menlo Park CA 94025; Start date: 2025-01-01; 3 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; Percentage of total yearly compensation expected to be derived from the business: 0. Contact person: Dhruv Bavaria.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-19 |
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