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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-09 |
Branch Locations
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 | 02/2021 | Present |
| Tara Grinna Swimwear | Charleston | SC | 06/2017 | 12/2020 |
| Liz Martin Of @Charlestonweekender | Charleston | SC | 10/2018 | 01/2019 |
| Charleston Magazine | Charleston | SC | 01/2019 | 05/2019 |
| Christian Academy Of Myrtle Beach | Myrtle Beach | SC | 08/2013 | 05/2017 |
| College Of Charleston | Charleston | SC | 08/2017 | 12/2020 |
| Renatus Advisors | Humacao | PR | 07/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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