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Greenwich, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| NY | RA | APPROVED | 2026-03-10 |
| CT | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atreaus Capital Management | New York | NY | 04/2014 | 12/2018 |
| Retired | Greenwich | CT | 01/2019 | 09/2019 |
| Orsid Realty | New York | NY | 09/2019 | 09/2022 |
| Amberwave Capital Management | New York | NY | 09/2022 | 12/2023 |
| Retired | Greenwich | CT | 01/2024 | 09/2025 |
| Grant Wealth Advisors Llc | Greenwich | CT | 10/2025 | Present |
-Referring real estate agent at William Pitt Sothebys/Julia B Fee Sothebys.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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