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Rhinebeck, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-10 |
| PA | RA | APPROVED | 2026-05-29 |
Branch Locations
Thompson, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Day In July Llc | Burlington | VT | 08/2020 | 08/2025 |
| City Of Burlington, Vermont | Burlington | VT | 10/2019 | 08/2020 |
| Extended Travel | Thompson | PA | 07/2019 | 10/2019 |
| Altius Space Machines, Inc. | Broomfield | CO | 11/2018 | 04/2019 |
| Institute For Gender And The Economy | Toronto | 09/2018 | 04/2019 | |
| Creative Destruction Lab | Toronto | 04/2018 | 08/2018 | |
| University Of Toronto | Toronto | 08/2017 | 06/2019 | |
| Estate | Wayne | PA | 03/2016 | 07/2017 |
| Kilter Group | Rhinebeck | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
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