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125 Park Avenue Suite 320, New York, NY 10017-5529 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-03 |
Branch Locations
125 Park Avenue Suite 320, New York, NY 10017-5529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klingenstein, Fields & Co., L.L.C. | New York | NY | 01/2011 | 07/2020 |
| Klingenstein, Fields & Co., L.P. | New York | NY | 08/2020 | Present |
Since 2017, I am a Director representing the Registrant's Investment in Wealth PFM, LLC, based in Seattle, WA, is an investment related business specializing in software to track personal financial assets and flows. I advise on strategy for developing functionality in the software as well as on capital raising. I devote 1 to 2 hours per month to the business, inclusive of securities trading hours.
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