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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 01/2016 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 02/2019 |
| Northcoast Asset Management Llc | Greenwich | CT | 03/2019 | 10/2021 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Waxhaw | NC | 06/2024 | Present |
QB Focus LLC; Not investment related; Bridgewater, MA; Athletic Training; Co-owner; Start date: 05/2013; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
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