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287 Bowman Ave., Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-19 |
Branch Locations
Bronxville, NY • United States
287 Bowman Ave., Purchase, NY 10577 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Chase Capital Partners | Montville | NJ | 12/2000 | Present |
| Regis Advisors | New York | NY | 05/2003 | 06/2020 |
| One Oak Capital Management, Llc | Purchase | NY | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-16 |
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