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400 Broadhollow Road Suite 301, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
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 |
|---|---|---|---|---|
| Self Employer | San Diego | CA | 09/2023 | 10/2025 |
| Macquarie Asset Management | San Diego | CA | 03/2016 | 09/2023 |
| Wealthspire Advisors Llc | Boca Raton | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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