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1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-12-26 |
| FL | RA | APPROVED | 2012-01-27 |
| TX | RA | APPROVED_RES | 2012-01-03 |
Branch Locations
1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentrust, Llc | Miami | FL | 12/2011 | Present |
| Old City Securities Llc | New York | NY | 09/2015 | 04/2021 |
I AM A PRINCIPAL OF GENTRUST, LLC AND CATENARY ASSET MANAGEMENT, LLC (REGISTERED INVESTMENT ADVISERS). THE ADDRESS IS 1450 BRICKELL AVENUE, SUITE 3050 MIAMI, FL 33131 WE PROVIDE WEALTH MANAGEMENT SERVICES TO HIGH NET WORTH INDIVIDUALS. I STARTED AT GENTRUST IN 12/2011 AND WORK 200HR/MONTH ON THE BUSINESS. CATENARY IS AN AFFILIATE OF GENTRUST (THROUGH COMMON OWNERSHIP) AND FOCUSES ON ALTERNATIVE INVESTMENTS. I AM A PASSIVE INVESTOR IN CATENARY ASSET MANAGEMENT, LLC AND NOT INVOLVED IN THE DAY TO DAY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-16 |
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