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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-10 |
Branch Locations
1330 Avenue Of The Americas 23Rd Floor, New York, NY 10019 • United States
One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosefinch Investments | New York | NY | 05/2024 | Present |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 05/2024 | Present |
| Brite Investments Usa, Llc | New York | NY | 01/2021 | 01/2024 |
| Unemployed | New York | NY | 02/2024 | 05/2024 |
| Touchstone Advisory, Llc | New York | NY | 01/2016 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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