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60 Charlton St Floor #12, New York, NY 10014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-19 |
Branch Locations
60 Charlton St Floor #12, New York, NY 10014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | New York | NY | 07/2023 | 06/2024 |
| Piper Sandler & Co. | New York | NY | 06/2024 | 02/2025 |
| Wpcg Advisory, Llc | New York | NY | 08/2025 | Present |
| Trinity College | Hartford | CT | 09/2019 | 05/2023 |
| Phillips Academy Andover | Andover | MA | 08/2015 | 06/2019 |
| Wealth Partners Capital Group, Llc | New York | NY | 05/2025 | Present |
Wealth Partners Capital Group, LLC; not-investment related; 180 Varick St, Suite 1128, New York, NY 10014; M&A; Associate; started 05/2025; approximately 180 hours per month, 130 hours during securities trading hours; partner outreach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
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