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Scarsdale, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 08/2016 | 03/2025 |
| Ubs Securities Llc | New York | NY | 07/2024 | 06/2025 |
| Diamond Nestegg Llc | Scarsdale | NY | 06/2025 | Present |
Ms. Lammer owns income producing real estate in London, United Kingdom. This activity involves one percent of his time each month, after traditional business hours. No advisory firm clients are investors in, solicited on behalf of, or served by this property; therefore, our firm does not believe this activity presents a conflict of interest with its clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
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