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45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
| CT | RA | APPROVED | 2025-08-01 |
Branch Locations
45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater Associates | Westport | CT | 08/2014 | 07/2018 |
| Advanced Research Investment Solutions (Aris) | Los Angeles | CA | 01/2019 | 06/2019 |
| Goldman Sachs | Norwalk | CT | 03/2020 | 10/2021 |
| Counterbalance Growth Strategies Llc | Greenwich | CT | 10/2021 | 07/2025 |
| Unemployed | N/A | CT | 07/2019 | 12/2019 |
| Unemployed | N/A | CT | 08/2018 | 12/2018 |
| Greenwich Wealth Management Llc | Greenwich | CT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-24 |
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