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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-09 |
Branch Locations
400 Broadhollow Road, Suite 301, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Melville | NY | 02/2020 | Present |
| East West Bank | New York | NY | 08/2019 | 02/2020 |
| New York Community Bank | Hicksville | NY | 04/2018 | 07/2019 |
| Guidepoint | New York | NY | 06/2017 | 04/2018 |
| Marist College | Poughkeepsie | NY | 09/2013 | 05/2017 |
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