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1120 Avenue Of Americas 4Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-03 |
| NY | RA | APPROVED | 2021-06-18 |
Branch Locations
1120 Avenue Of Americas 4Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Brooklyn | NY | 12/2020 | 06/2021 |
| Kindercare Education | Seattle | WA | 09/2019 | 11/2020 |
| Hot Diggity Pet Sitting And Dog Walking | Seattle | WA | 10/2018 | 02/2020 |
| Better Education Inc. | Seattle | WA | 05/2017 | 09/2018 |
| Play Your Part | Seattle | WA | 12/2017 | 12/2020 |
| Sylvan Learning | New York | NY | 10/2007 | 04/2017 |
| Nylife Securities Llc | Brooklyn | NY | 03/2021 | 06/2021 |
| Clarus Group Llc | New York | NY | 06/2021 | Present |
TMI Project; 501c3 charitable organization; 65 St. James St., Kingston, NY 12401; Start Date 04/2021; Role/Title: Voting member on Board of Directors; 1-4 hours per month; Serve on fundraising committee, attend performances, share marketing materials Dramatists Guild Foundation; Non-profit that benefits writers of American theater; 520 8th Ave, Suite 2401, New York, NY 10018; Start Date 6/2022; Role/Title: Reservation coordination; 10-20 hours/week; 0 hours during securities training; I coordinate the reservations for the rehearsal room writers use to rehearse their pieces. theatreC; Theater conglomerate consisting of three unique companies, two LLCs and one 501(c)3; 8th Ave, Suite 203, New York, NY 10018; Start Date: 6/2022; Role/Title: Business & Finance Manager; 10-12 hours/month; help build budgets, review grant applications, secure insurance for productions and coordinate with owners, board members, accountant, and bookkeeper to keep finances organized. Verified Voting Foundation; 1500 Chestnut Street #2315, Philadelphia, PA 19102; Start Date 09/2023; Role/Title: Finance and Accounting associate; 20 hours per week; responsible for invoicing, some bookkeeping, and budgeting. Working with their Board Treasurer and their Investment Advisor on their investment allocation, advising alongside them. Lubin School of Business at Pace University; 1 Pace Plaza, New York, NY 10038; Start Date 11/2025; adjunct professor for Arts & Entertainment Management; teaching fundraising, budgeting and revenue generation in the Arts; not investment-related; 20 hours per month outside of business hours Play Your Part, LLC; 900 West End Ave, #8E, New York, NY 10025; Start Date 1/2026; theater and film production company; owner and lead producer; project-based but approx 10-60 hours/month outside of business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-17 |
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