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427 Park Street, Charlottesville, VA 22902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-08-19 |
| VA | RA | APPROVED | 2024-08-16 |
Branch Locations
427 Park Street, Charlottesville, VA 22902 • United States
London • United Kingdom
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2017 | 03/2018 |
| Stanford | Stanford | CA | 09/2016 | 06/2017 |
| Clockwork Capital, Llc | Charlottesville | VA | 11/2023 | Present |
| Gam Usa Inc. | New York | NY | 07/2018 | 01/2019 |
| Unemployed | New York | NY | 03/2018 | 07/2018 |
| Clockwork Universe, Inc. | Charlottesville | VA | 01/2020 | Present |
| Unemployed | New York | NY | 01/2019 | 01/2020 |
| Clockwork Capital, Llc | Charlottesville | VA | 02/2024 | Present |
Clockwork Universe, Inc.; Investment related: Yes; Location: Charlottesville, Virginia; Nature: provides software which allows clients to track their portfolios of private securities and review information about private security offerings; Position: Associate Director; Start: 01/2020; 136 hrs/mth spent devoted to this business & 120hrs/mth devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-03 |
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