Claire Allyn Bailey

1 Holiday Avenue, East Tower Suite 305, Pointe-Claire. Qc H9R 5N3 • Canada

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-29

Branch Locations

888 Se 3Rd Avenue 4Th Floor, Fort Lauderdale, FL 33316 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Mcg Securities, Llc	Wayne	PA	02/2015	01/2017
Witherspoon Family Office	Berwyn	PA	01/2017	11/2018
Stoneridge Investment Partners, Llc	Radnor	PA	12/2018	01/2019
Pickwick Capital Partners	White Plains	NY	12/2018	12/2020
Institute For Private Investors/Campden Wealth	New York	NY	01/2019	04/2020
Entoro Investments, Llc	Houston	TX	09/2020	12/2022
Exemplar Capital Llc	New York	NY	04/2021	12/2021
Augustus Management	Miami	FL	09/2020	07/2022
Group Rmc	New York	NY	09/2022	06/2023
Arq Advisors Llc	Long Branch	NJ	06/2023	10/2023
Great Point Capital, Llc	Chicago	IL	10/2023	05/2024
Avestix General Manager Llc	Jupiter	FL	05/2024	07/2024
Consultant	North Miami	FL	07/2024	06/2025
Rosen Group Private Wealth Management, Llcdba Legacy Private Cli	Fort Lauderdale	FL	06/2025	Present
Rosen Group Private Wealth Management, Llcdba Legacy Private Cli	Fort Lauderdale	FL	06/2025	Present

02/2015 → 01/2017

Mcg Securities, Llc

Wayne, PA
01/2017 → 11/2018

Witherspoon Family Office

Berwyn, PA
12/2018 → 01/2019

Stoneridge Investment Partners, Llc

Radnor, PA
12/2018 → 12/2020

Pickwick Capital Partners

White Plains, NY
01/2019 → 04/2020

Institute For Private Investors/Campden Wealth

New York, NY
09/2020 → 12/2022

Entoro Investments, Llc

Houston, TX
04/2021 → 12/2021

Exemplar Capital Llc

New York, NY
09/2020 → 07/2022

Augustus Management

Miami, FL
09/2022 → 06/2023

Group Rmc

New York, NY
06/2023 → 10/2023

Arq Advisors Llc

Long Branch, NJ
10/2023 → 05/2024

Great Point Capital, Llc

Chicago, IL
05/2024 → 07/2024

Avestix General Manager Llc

Jupiter, FL
07/2024 → 06/2025

Consultant

North Miami, FL
06/2025 → Present

Rosen Group Private Wealth Management, Llcdba Legacy Private Cli

Fort Lauderdale, FL
06/2025 → Present

Rosen Group Private Wealth Management, Llcdba Legacy Private Cli

Fort Lauderdale, FL

Claire Allyn Bailey is a licensed insurance agent

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-02-26
S63	Uniform Securities Agent State Law Examination	2005-12-20