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Current Employers
Downtown Wealth Studios, Llc

218 Northwest 24Th St., Miami, FL 33127 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-15
AZ RA APPROVED 2025-09-26
FL RA APPROVED 2025-09-26
NH RA APPROVED 2025-08-19
CA RA APPROVED 2025-08-18
NY RA APPROVED 2025-08-18
  • MA RA
    APPROVED
    Since 2025-10-15
  • AZ RA
    APPROVED
    Since 2025-09-26
  • FL RA
    APPROVED
    Since 2025-09-26
  • NH RA
    APPROVED
    Since 2025-08-19
  • CA RA
    APPROVED
    Since 2025-08-18
  • NY RA
    APPROVED
    Since 2025-08-18

Branch Locations

6 St. John's Lane, New York, NY 10013 • United States

218 Northwest 24Th St., Miami, FL 33127 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Downtown Wealth Studios Llc New York NY 12/2024 Present
Paycom New York NY 03/2024 10/2024
General Atlantic New York NY 01/2022 12/2023
Alphasights New York NY 07/2021 01/2022
Redbull New York NY 10/2018 05/2021
New York University New York NY 08/2017 05/2021
Hired By Paycom 12/2023 - Start Delayed By Company Until 03/2024 New York NY 12/2023 03/2024
Firebrand Saints Cambridge MA 06/2016 08/2017
Merrill Lynch Boston MA 10/2016 05/2017
Merrill Lynch Boston MA 06/2018 07/2018
En Fuego Ipswich MA 06/2018 08/2018
En Fuego Ipswich MA 06/2019 08/2019
  • 12/2024 → Present
    New York, NY
  • 03/2024 → 10/2024
    Paycom
    New York, NY
  • 01/2022 → 12/2023
    General Atlantic
    New York, NY
  • 07/2021 → 01/2022
    Alphasights
    New York, NY
  • 10/2018 → 05/2021
    Redbull
    New York, NY
  • 08/2017 → 05/2021
    New York University
    New York, NY
  • 12/2023 → 03/2024
    Hired By Paycom 12/2023 - Start Delayed By Company Until 03/2024
    New York, NY
  • 06/2016 → 08/2017
    Firebrand Saints
    Cambridge, MA
  • 10/2016 → 05/2017
    Merrill Lynch
    Boston, MA
  • 06/2018 → 07/2018
    Merrill Lynch
    Boston, MA
  • 06/2018 → 08/2018
    En Fuego
    Ipswich, MA
  • 06/2019 → 08/2019
    En Fuego
    Ipswich, MA
Other Businesses

Representative acts as an independent lead generator for Azaz Labs, a pre-startup software firm not currently operating, with a listed founder address of 319 E 25th Street #2B, New York, NY 10010. Azaz Labs is not an investment related business. Azaz Labs is a software development company in the area of operation optimization. Representative’s duties are strictly limited to making passive professional introductions between Azaz Labs and external, un-affiliated prospects, as well as providing general growth consultation. PER FIRM LIMITATION: Representative is explicitly prohibited from soliciting, introducing, or contacting any current clients of Downtown Wealth Studios for this activity. No investment advice or securities-related services are provided. All activity is conducted away from the RIA and during non-business hours. This as been approved by Downtown Wealth Studios' CCO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31

View on SEC IAPD

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