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116 Terry Road Floor 1, Smithtown, NY 11787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Draper Asset Management | Smithtown | NY | 05/2024 | 08/2024 |
| Wealthspire Advisors Llc | Melville | NY | 07/2025 | 06/2026 |
| University Of Florida | Gainesville | NY | 08/2021 | 05/2025 |
| Middle/High School | Hewlett | NY | 09/2015 | 06/2021 |
| Draper Asset Management, Llc | Smithtown | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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