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Current Employers
Nu Paradigm Investment Partners L.L.C.

Beverly, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-04-14
  • MA RA
    APPROVED
    Since 2014-04-14

Branch Locations

Beverly, MA • United States

Mount Kisco, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nu Paradigm Investment Partners Llc Boston MA 02/2014 Present
Wall Street Access Asset Management New York NY 04/2017 02/2019
Fulcrum Asset Management New York NY 05/2022 11/2022
Aberdeen Standard Investments, Inc New York NY 02/2019 04/2022
  • 02/2014 → Present
    Boston, MA
  • 04/2017 → 02/2019
    Wall Street Access Asset Management
    New York, NY
  • 05/2022 → 11/2022
    Fulcrum Asset Management
    New York, NY
  • 02/2019 → 04/2022
    Aberdeen Standard Investments, Inc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-29
  • S66 Uniform Combined State Law Examination
    2004-04-29
Designations

View on SEC IAPD

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