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900 Broadway Suite 808, New York, NY 10003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 07/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2017 | 03/2019 |
| Unemployed | Bronxville | NY | 01/2017 | 05/2017 |
| Bank Of America, N.A. | New York | NY | 07/2017 | 03/2019 |
| Hrc Fund Associates, Llc | New York | NY | 03/2020 | 09/2020 |
| Hrc Portfolio Solutions, Llc | New York | NY | 03/2020 | 09/2020 |
| Unemployed | New York | NY | 04/2019 | 03/2020 |
| Unemployed | New York | NY | 09/2020 | 11/2020 |
| United American Securities, Inc. | New York | NY | 11/2020 | 01/2023 |
| Unemployed | New York | NY | 01/2023 | 10/2023 |
| Masterworks Advisers, Llc | New York | NY | 11/2023 | 06/2024 |
| Unemployed | New York | NY | 06/2024 | 01/2026 |
| Retirable | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S66 | Uniform Combined State Law Examination | 2016-08-29 |
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