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52 Walker Street 5Th Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-21 |
Branch Locations
52 Walker Street 5Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stony Point Wealth Management Inc. | Richmond | VA | 06/2021 | 08/2023 |
| Harvest Grocery & Supply | Richmond | VA | 10/2013 | 11/2017 |
| Ellwood Thompson Local Market | Richmond | VA | 11/2017 | 07/2019 |
| Bon Air Hearth Porch And Patio | Richmond | VA | 08/2019 | 10/2020 |
| Repitchbook | Richmond | VA | 10/2020 | 01/2025 |
| Armada Etf Advisors | New York | NY | 09/2023 | 12/2024 |
| Cohen & Steers | New York | NY | 01/2025 | 07/2025 |
| Basic Capital | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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