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750 Lexington Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-27 |
| DE | RA | APPROVED | 2021-12-14 |
| OH | RA | APPROVED | 2021-12-14 |
| CT | RA | APPROVED | 2021-12-10 |
| NY | RA | APPROVED | 2021-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgs Capital Advisors, Llc | New York | NY | 08/2009 | Present |
| Cgs Associates, Llc | New York | NY | 08/2009 | 10/2021 |
| Odeon Capital Advisors Llc (Fomerly Sds Family Office Llc) | New York | NY | 07/2019 | Present |
| Odeon Capital Group | New York | NY | 12/2021 | Present |
| Caplink Securities, Inc. | Hermosa Beach | CA | 09/2015 | 12/2021 |
CGS Capital Advisors, LLC, New York, NY. Managing Member. Research and consulting services. Since 07/09. Hours devoted to this activity vary. Odeon Capital Advisors LLC (formerly SDS Family Office, LLC), New York, NY. Managing Member. Affiliated Investment Advisor. Investment Related. For compensation. Since 07/19. 140 hours per month. 5 hours during trading hours. Pomona College, Claremont, CA. Trustee of non-profit institution. Investment Related. Not for compensation. Since 07/13. 10 hours per month outside of trading hours. Hopkins School, New Haven, CT. Trustee of non-profit institution. Not investment related. Not for compensation. Since 07/17. 5 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
| S66 | Uniform Combined State Law Examination | 2012-09-18 |
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