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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Melville | NY | 06/2024 | Present |
| Boston College | Chestnut Hill | MA | 08/2020 | 05/2024 |
| Sacred Heart Academy | Hempstead | NY | 09/2016 | 05/2020 |
| Boston College | Chestnut Hill | MA | 06/2023 | 05/2024 |
| Town Of Hempstead | Hempstead | NY | 06/2018 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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