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Current Employers
Freedom Family Office, Llc

Jupiter, FL • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2021-07-22
  • PR RA
    APPROVED
    Since 2021-07-22

Branch Locations

Jupiter, FL • United States

Humacao, PR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Family Office, Llc New York NY 07/2021 Present
Goldman Sachs Westport CT 04/2020 07/2021
Bridgewater Associates Westport CT 04/2017 04/2020
Greater New Haven Chamber Of Commerce New Haven CT 09/2013 04/2017
  • 07/2021 → Present
    New York, NY
  • 04/2020 → 07/2021
    Goldman Sachs
    Westport, CT
  • 04/2017 → 04/2020
    Bridgewater Associates
    Westport, CT
  • 09/2013 → 04/2017
    Greater New Haven Chamber Of Commerce
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-18
  • S65 Uniform Investment Adviser Law Examination
    2021-05-18

View on SEC IAPD

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