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169 Madison Avenue Suite 2002, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-17 |
Branch Locations
169 Madison Avenue Suite 2002, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascendant Advisors, Llc | Houston | TX | 09/2010 | 01/2021 |
| Qapital Invest, Llc | New York | NY | 06/2017 | Present |
| Venturi Private Wealth | Austin | TX | 02/2021 | 08/2021 |
| Wedbush Securities | Los Angeles | CA | 04/2025 | Present |
(1). Qapital Invest, LLC; Investment Related; New York, NY; Finance; Chief Investment Officer; Start 6/2017; Approx: 10 hours weekly and 10 to 15 hours monthly during business hours; Duties: Manage the investment portfolios and general investment related activities of the app. -- (2). Wedbush Fund Advisers, LLC; Investment Related; New York, NY; Finance; Chief Investment Officer; Start 2/2025; Approx: 20 hours weekly and 20 hours monthly during business hours; Duties: Portfolio management and strategy as related to registered investment funds. --
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-10 |
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