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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| IL | RA | APPROVED | 2026-01-17 |
Branch Locations
200 W Jackson Blvd Suite 2850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blomingdale'S | Chicago | IL | 03/2012 | 07/2019 |
| Sentinus Securities, Llc | Oak Brook | IL | 12/2015 | 04/2017 |
| A.G.P. / Alliance Global Partners | Chicago | IL | 07/2018 | Present |
1313 Ritchie Court Condominium Association, Chicago IL; member of the board as Treasurer and head of the finance committee; not investment-related; elected Jun 2025, 12 hrs/month, none during securities trading hours; tasked with helping to maintain the Association's financial health, lead the preparation of the annual budget, assess the financial impact of proposed projects and expenditures and plan for the Association's long-term needs and ensure investments align with the objectives outlined in the Finance Committee Charter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-07 |
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