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Williston Park, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 07/2022 | 03/2023 |
| Bentley Associates Lp | New York | NY | 04/2023 | 10/2023 |
| University Of Rochester | Rochester | NY | 08/2021 | 12/2022 |
| 03 Capital | Bangalore | 05/2021 | 07/2021 | |
| Na | Bangalore | 11/2020 | 05/2021 | |
| Aurigin Inc | Bangalore | 01/2020 | 10/2020 | |
| Na | Bangalore | 07/2019 | 12/2019 | |
| Morningside Venture Capital | Bangalore | 05/2019 | 06/2019 | |
| Christ University | Bangalore | 05/2016 | 05/2019 | |
| Bluelofts, Inc | Dallas | TX | 10/2023 | 03/2024 |
| Bentley Associates Lp | New York | NY | 05/2022 | 07/2022 |
| Drawingboard Wealth Advisors, Llc | New York | NY | 04/2024 | Present |
1. DrawingBoard Capital LLC; Founder; Not Investment Related; 8 The Green #22120, Dover, DE, 19901, United States; Founder and Managing Member of DrawingBoard Capital, a strategic advisory firm and holding company; Start date with business: 2024-05-28; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 70; Percentage of total yearly compensation expected to be derived from the business: 50; Website address for the organization: https://www.drawingboard.capital.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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