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420 Lexington Avenue Suite 2500, New York, NY 10170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-04 |
| TX | RA | APPROVED_RES | 2021-09-01 |
Branch Locations
420 Lexington Avenue Suite 2500, New York, NY 10170 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Advisers Inc. | New York | NY | 01/1981 | Present |
1) LIFE INSURANCE BROKERAGE (USING) 2 DBA'S: CIRCLE CONSULTING GROUP, INC. (A HOLDING COMPANY FOR CIRCLE ADVISERS, INC.) AND CIRCLE BENEFITS PLANNING, INC., 2 PARK AVE, 3RD FL, NEW YORK, NY 10016
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-12-27 |
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