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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-25 |
| DC | RA | APPROVED | 2024-11-05 |
| FL | RA | APPROVED | 2024-11-05 |
| MD | RA | APPROVED | 2024-11-05 |
| NJ | RA | APPROVED | 2024-05-29 |
| IL | RA | APPROVED | 2023-11-08 |
| NY | RA | APPROVED | 2023-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1 North Wealth Services | Annapolis | MD | 04/2016 | 05/2022 |
| Location Ventures | Coral Gables | FL | 05/2022 | 02/2023 |
| 1 North Wealth Services | Annapolis | MD | 02/2023 | 07/2023 |
| Rothschild Capital Partners | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
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