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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
231 Royal Palm Way Suite 301, Palm Beach, FL 33480 • United States
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cowen Inc. | New York | NY | 11/2009 | 05/2018 |
| Armavir Partners | New York | NY | 05/2018 | 11/2020 |
| Tannenbaum Capital Group (Afc Gamma, Southern Realty Trust) | West Palm Beach | FL | 11/2020 | 01/2025 |
| Unemployed | West Palm Beach | FL | 01/2025 | 06/2025 |
| Oxford Financial Group, Ltd | Palm Beach | FL | 07/2025 | Present |
Bassett Mirror Company, not investment related, director, 2016, 3 hours per quarter, 1 hour during securities trading hours. Palm Beach Day Academy, not investment related, audit committee member, 9/1/2025, 1 hour per quarter, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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