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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-05-13 |
| NY | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Philadelphia | PA | 07/2021 | 08/2024 |
| Goldman Sachs | Philadelphia | PA | 07/2020 | 08/2020 |
| University Of Notre Dame | South Bend | IN | 08/2019 | 05/2021 |
| Macys | New York | NY | 06/2017 | 04/2019 |
| Ceb | Washington | DC | 06/2015 | 05/2017 |
| Alliance Bernstein | New York | NY | 10/2024 | Present |
| Unemployed | Philadelphia | PA | 05/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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