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655 Third Avenue Suite 2906, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| FL | RA | APPROVED | 2025-11-03 |
| NJ | RA | APPROVED | 2025-11-03 |
| MA | RA | APPROVED | 2025-07-10 |
| GA | RA | APPROVED | 2025-05-15 |
| PA | RA | APPROVED | 2025-05-15 |
| NY | RA | APPROVED | 2025-05-14 |
| CT | RA | APPROVED | 2004-11-09 |
Branch Locations
655 Third Avenue Suite 2906, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United American Securities, Inc. | New York | NY | 10/1987 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-19 |
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