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185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-24 |
Branch Locations
185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rga Investment Advisors | Great Neck | NY | 04/2024 | Present |
| Pine Bluffs Capital Management | Muskegon | MI | 08/2019 | Present |
| Harris Williams | Minneapolis | MN | 06/2018 | 08/2019 |
| Harris Williams | Minneapolis | MN | 06/2017 | 08/2017 |
| Rga Investment Advisors | Great Neck | NY | 04/2017 | 05/2017 |
| University Of Michigan | Ann Arbor | MI | 09/2014 | 05/2018 |
Pine Bluffs Capital Management; Small multifamily rental real estate investments; Principal (1 of 2 members); August 2019 (LLC led July 2020); Investment-related 1555 Palmer Ave, Muskegon MI 49441; 5hrs per month, 0 during trading hours; Portfolio managed by 3rd party - updates financial records and approves work orders; No outside investors - only capital is from 2 members of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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