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505 Fifth Avenue 17Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-03-25 |
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
Redwood City, CA • United States
505 Fifth Avenue 17Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chartwell Investment Partners | Berwyn | PA | 10/2012 | 09/2022 |
| Chartwell Tsc Securities Corp. | Pittsburgh | PA | 12/2014 | 09/2022 |
| Carillon Fund Distributors, Inc | Redwood City | CA | 06/2022 | 09/2022 |
| Raymond James Investment Management | Redwood City | CA | 10/2022 | 03/2023 |
| Advisors Asset Management, Inc | Monument | CO | 04/2023 | 10/2025 |
| Atalanta Sosnoff Management, Llc | Redwood City | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-20 |
| S66 | Uniform Combined State Law Examination | 2017-06-19 |
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