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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
60 East 42Nd Street #1120, New York, NY 10165 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthstream Advisors, Inc. | New York | NY | 05/2004 | 09/2025 |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
Chair of the AICPA PFP Symposium.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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