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680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| NY | RA | APPROVED | 2026-06-10 |
Branch Locations
680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maeson Group | New York | NY | 07/2017 | Present |
| Old City Securities | New York | NY | 08/2017 | 09/2024 |
| Independant Musician | New York | NY | 07/2016 | 07/2017 |
| Belzberg Capital | New York | NY | 09/2024 | Present |
| Everberg Capital | New York | NY | 09/2024 | Present |
| Belzberg & Co. | New York | NY | 05/2023 | Present |
| Rose Park Advisors, Llc | New York | NY | 06/2022 | 05/2023 |
| Circleup Inc. | New York | NY | 01/2020 | 06/2022 |
1) Everberg Capital Partners - Investment Related - Vancouver, BC - Private credit fund structured as an RIA - Senior Vice President - 09/2024 - 40 hrs - 30 hrs - Provide business development services to private credit and private equity fund manager. 2) Belzberg Investments LLC (dba Belzberg & Co.) - Investment Related - New York, NY - Multi-family office structured as an RIA - Senior Vice President - 05/2023 - 110 hrs - 90 hrs - Provide business development services to multi-family office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-16 |
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