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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kls Professional Advisors Group Llc | New York | NY | 01/2015 | 07/2017 |
| Rbc Capital Markets, Llc | Chevy Chase | MD | 03/2018 | 03/2020 |
| Unemployed | Chevy Chase | MD | 08/2017 | 01/2018 |
| Lululemon Athletica | Bethesda | MD | 01/2018 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2020 | 01/2022 |
| Corient | New York | NY | 01/2025 | Present |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Geller Advisors | New York | NY | 01/2022 | 03/2024 |
| Geller Advisors | New York | NY | 03/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
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