Best Investors Account Sign in
Claim This Profile
Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-04
  • NY RA
    APPROVED
    Since 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

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
Wealthspire Advisors New York NY 06/2018 Present
Merrill Lynch Chicago IL 06/2017 08/2017
Lafayette College Easton PA 09/2014 05/2018
  • 06/2018 → Present
    New York, NY
  • 06/2017 → 08/2017
    Merrill Lynch
    Chicago, IL
  • 09/2014 → 05/2018
    Lafayette College
    Easton, PA
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor