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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-04 |
Branch Locations
90 Park Ave Suite 1700, New York, NY 10016 • United States
521 Fifth Avenue, 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | New York | NY | 06/2018 | Present |
| Merrill Lynch | Chicago | IL | 06/2017 | 08/2017 |
| Lafayette College | Easton | PA | 09/2014 | 05/2018 |
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