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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2023-10-09 |
| DC | RA | APPROVED | 2023-05-10 |
| FL | RA | APPROVED | 2023-04-14 |
| NY | RA | APPROVED | 2022-08-05 |
Branch Locations
66 Hudson Boulevard East, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | New York | NY | 06/2017 | 06/2018 |
| Binghamton University | Binghamton | NY | 08/2013 | 06/2017 |
| Alliancebernstein | New York | NY | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-19 |
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