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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-10-01 |
| NY | RA | APPROVED | 2025-08-30 |
| TX | RA | APPROVED | 2025-08-30 |
Branch Locations
Roque Bluffs, ME • United States
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterment | New York | NY | 03/2015 | Present |
Name: La Laiterie; Investment-related: No; Address: 313 East Kennebec Road, Machias, ME 04654; Nature: Coffee Shop; Position: Owner; Title: Owner; Start Date: 7/21/2023; Hours/Month: 100; Time During Trading Hours: 0; Duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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