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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston-Salem | NC | 09/2020 | 06/2024 |
| Middle/High School | Brooklyn | NY | 08/2014 | 09/2020 |
| New York Golf Center | New York | NY | 06/2021 | 08/2021 |
| Sellside Group | Dallas | TX | 05/2022 | 08/2022 |
| Wealthspire Advisors Llc | New York | NY | 06/2023 | 08/2023 |
| Wealthspire Advisors Llc | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
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