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800 Westchester Avenue Suite N607, Rye Brook, NY 10573-1301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-24 |
Branch Locations
800 Westchester Avenue Suite N607, Rye Brook, NY 10573-1301 • United States
800 Westchester Ave Suite N607, Rye Brook,, NY 10573 • United States
800 Westchester Avenue Suite N607, Rye Brook, NY 10573 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belle Haven Investments | Rye Brook | NY | 07/2023 | Present |
| Villanova University | Villanova | PA | 08/2022 | 05/2023 |
| Villanova University | Villanova | PA | 08/2021 | 05/2022 |
| Villanova University | Villanova | PA | 08/2020 | 05/2021 |
| Villanova University | Villanova | PA | 08/2019 | 05/2020 |
| St. Lukes School | New Canaan | CT | 08/2018 | 05/2019 |
| St. Lukes School | New Canaan | CT | 08/2017 | 05/2018 |
| St. Lukes School | New Canaan | CT | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-22 |
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