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107 East Meadowbrook Lane, Staatsburg, NY 12580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
107 East Meadowbrook Lane, Staatsburg, NY 12580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accelerant Llc | Staatsburg | NY | 10/2004 | Present |
| Bantam Inc. | Staatsburg | NY | 05/2017 | Present |
I manage and serve as an expert witness in a securities litigation consulting firm. I do not give any investment advice as part of this business. I do not receive commissions or any form of payment for investment advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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