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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2020-11-19 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P1 Capital Llc | Miami | FL | 10/2014 | 05/2019 |
| P1 Analytics Inc. | Miami | FL | 11/2014 | 05/2019 |
| Anchor Consultants | New York | NY | 06/2019 | 09/2019 |
| Citigroup | New York | NY | 09/2019 | Present |
//Convexity Harvester LLC,Texas,Austin; Investment Related: N; Started: 2026-01-24; Title: Managing Member; Duties: Oversee investments, but no different from my existing ownership. This is primarily a protection layer. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Parker Palace LLC,Texas,Austin; Investment Related: N; Started: 2020-11-16; Title: Investor/partner; Duties: Financial investor. Other two partners are operational. I would have no operational obligations.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////1902 Tillotson LLC,Texas,Austin; Investment Related: N; Started: 2024-12-05; Title: Member/Partner; Duties: Advising only, strategic management decisions when needed.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-11 |
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
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