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47 Maple Street Suite 201, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-20 |
| NY | RA | APPROVED | 2021-11-30 |
| PA | RA | APPROVED | 2021-11-30 |
| NJ | RA | APPROVED | 2017-07-19 |
| TX | RA | APPROVED | 2017-07-17 |
Branch Locations
Sunny Isles, FL • United States
126 East 56Th Street, 21St Floor, New York, NY 10022 • United States
47 Maple Street Suite 201, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Wealth Management | Summit | NJ | 02/2012 | Present |
1) Since 8/1/2015 Circle VenCap, LLC, located at 47 Maple street, Suite 201 Summit, NJ 07901. A partner and prepares K1 and valuations investments, spends approximately 5 hours per month, all of the time during security trading hours. 2) Since 5/1/2012 Century Equity Partners, located at 100 Federal Street, 29th floor Boston, MA 02110. A senior Advisor who evaluates investment opportunities, approximately 5 hours per month, all of the time during security trading hours. 3) Since 1/1/2014 AIRE Labs Limited, located at Unit 14 Jacks Place 6 Corbet Place London, E1 6NN United Kingdom. An advisory board member who provides insight on US financial landscape. Approximately 5 hours per month, all of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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