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250 West 55Th Street 17Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
250 West 55Th Street 17Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lionshead Wealth Management, Llc | New York | NY | 07/2017 | Present |
| Lionshead Wealth Management, Llc | New York | NY | 02/2020 | Present |
| Wilmington Capital Securities Llc | New York | NY | 12/2016 | 06/2017 |
| Direct Agents | New York | NY | 08/2016 | 12/2016 |
| Student | New York | NY | 02/2010 | 05/2017 |
Rising Properties, LLC; Not investment-related; 24-30 46th St, Astoria, NY 11103; real estate; Property Manager; 6/5/2023; 160 hours per month and 40 hours during trading hours; Tenant, lease and property management / accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-13 |
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