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142 West 57Th Street 11Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-07 |
Branch Locations
142 West 57Th Street 11Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York University | New York | NY | 08/2016 | 06/2017 |
| Preparation For Cfa Examinations | New York | NY | 06/2017 | 08/2018 |
| Boyar Value Group | New York | NY | 08/2018 | 03/2022 |
| Overbrook Management Corporation | New York | NY | 04/2022 | 03/2024 |
| Transition To Independent Adviser | New York | NY | 03/2024 | 06/2024 |
| Twentythree Advisory Llc | New York | NY | 06/2024 | Present |
The Adwell Corporation ("Adwell"). Truman has been on Adwell's Board of Directors, where he currently serves as Treasurer & Executive Committee Member, since 2022. Adwell is primarily an owner of farmland in Illinois and is not investment-related. The company's address is P.O. Box 10. Jacksonville, IL 62651. Truman devotes approximately 12 hours per month to his duties to Adwell, including approximately 7 hours during securities trading hours. His responsibilities include management of the company's cash balances and contracts related to farming and other land development
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-20 |
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