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155 E. 44Th Street 21St Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-13 |
| NY | RA | APPROVED | 2021-11-04 |
Branch Locations
155 E. 44Th Street 21St Floor, New York, NY 10017 • United States
Briarcliff Manor, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Management Corp. | New York | NY | 08/1989 | Present |
| Forest Hill Capital | New York | NY | 08/1989 | Present |
| Family Management Securities, Llc | New York | NY | 10/1997 | 07/2025 |
EMPLOYEE OF FOREST HILL CAPITAL CORPORATION, A LICENSED INSURANCE AGENCY. SERVES AS TRUSTEE/OFFICER OF VARIOUS FAMILY RELATED TRUSTS AND ENTITIES. MEMBER OF BOARD OF TRUSTEES AND TREASURER FOR THE HARVEY SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-23 |
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