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Concord, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-18 |
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
Concord, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iconiq Capital, Llc | San Francisco | CA | 01/2012 | 04/2022 |
| Mindoro Capital Partners, Llc | New York | NY | 01/2024 | Present |
| Travel | Jersey City | NJ | 05/2022 | 01/2024 |
| Archetype Solutions Group | Philadelphia | PA | 05/2023 | Present |
1) Minds Matter National, Inc.; Investment Related: No; Located at 1120 6th Avenue, 4th Floor, New York, NY. 10036; Charitable Organization; Board Member; Started 02/2020; Approximately 5 hours per month; Duties include serving as a Board Member and Co-Chair of the fundraising committee. 2) Archetype Solutions Group; Investment Related: Yes; Located at 2124 Race Street, Ground Floor, Philadelphia, PA. 19103; Consulting/Investment Firm; Advisor; Starting 05/08/2023; Approximately 2 hours per month; Duties include providing strategic advice and consulting services to management persons of the firm. No investment advisory services are provided to end clients of Archetype Solutions Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-23 |
| S66 | Uniform Combined State Law Examination | 2011-06-02 |
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