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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-10 |
Branch Locations
Willow Grove, PA • United States
24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 04/2017 | 04/2018 |
| Deloitte & Touche, Llp | Philadelphia | PA | 08/2015 | 05/2017 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 04/2018 | 07/2019 |
| Grove Street Fiduciary, Llc | Peterborough | NH | 08/2019 | 11/2019 |
| Integer Wealth Advisors Group Llc | Integer Wealth Advisors Group Llc | GA | 12/2019 | 04/2021 |
| Ritholtz Wealth Management | New York | NY | 05/2021 | Present |
RWM Tax LLC; investment-related; Owner; Entity owned by RWM that provides Tax Planning Services; 5/2021; 32 hours per month
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