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601 Lexington Avenue 57Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-23 |
Branch Locations
601 Lexington Avenue 57Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimus Consulting Corp. | New York | NY | 12/2015 | 09/2016 |
| The Temposition Group Of Companies | New York | NY | 08/2016 | 10/2017 |
| Ampcus Inc. | Chantilly | VA | 11/2017 | 06/2018 |
| Credit Agricole Corporate And Investment Bank | New York | NY | 06/2018 | 10/2018 |
| Appleone Employment Services | New York | NY | 10/2019 | 04/2021 |
| Financieri Llc | Astoria | NY | 01/2017 | 12/2023 |
| Avantax Investment Services, Inc | Astoria | NY | 10/2020 | 10/2020 |
| Amerant Bank | Miami | FL | 07/2020 | 11/2021 |
| Avantax Investment Services, Inc | Long Island City | NY | 07/2021 | 10/2021 |
| Avantax Insurance Agency, Llc | Long Island City | NY | 07/2021 | 10/2021 |
| Avantax Advisory Services | Long Island City | NY | 07/2021 | 10/2021 |
| Avantax Investment Services Inc. | Long Island City | NY | 02/2022 | 06/2023 |
| Exp Realty | San Antonio | TX | 04/2023 | 02/2024 |
| Prudential Financial | Newark | NJ | 06/2022 | 03/2024 |
| Avantax Advisory Services | New York | NJ | 02/2022 | 06/2023 |
| Ernst And Young | New York | NJ | 11/2021 | 06/2022 |
| Intuit, Inc | San Antonio | TX | 02/2023 | 02/2023 |
| Gtt Llc | New York | NY | 11/2018 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 03/2024 | 05/2024 |
| J.P. Morgan Securities Llc | New York | NY | 03/2024 | 05/2024 |
| Btg Pactual Asset Management Us, Llc | New York | NY | 07/2024 | Present |
| Btg Pactual Bank N.A. | New York | NY | 01/2026 | Present |
I am currently employed as an Internal Audit Director of BTG Pactual Asset Management US, LLC, which is located at 601 Lexington Avenue, 57th Floor New York, NY 10022-6831. BTG Pactual Asset Management US, LLC is an SEC registered investment adviser and an affiliate of BTG Pactual US Capital, LLC. My employment at BTG Pactual Asset Management US, LLC commenced in July 2024. Approximately 30% of my work time is devoted to my role as an Internal Audit Director of BTG Pactual Asset Management US, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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