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1111 Broadway Suite 300, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Withum Wealth Management | Red Bank | NJ | 09/2018 | 09/2023 |
| Unemployed | Fair Haven | NJ | 11/2014 | 09/2018 |
| Pinnacle Associates, Ltd. | New York | NY | 06/2019 | 09/2023 |
| Veris Wealth Partners, Llc | New York | NY | 10/2023 | Present |
Springpoint Senior Living, 4814 Outlook Dr., #201, Wall Township, NJ 07753. Nonprofit organization that provides senior housing and senior care services; organization is not investment-related. Member of the Board of Directors since Jan. 2023; also serves on the Investment, Audit, and Finance Committee; approx. 10 hrs/quarter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-24 |
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