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111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-08 |
Branch Locations
111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States
Saratoga Springs, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan | New York | NY | 01/2000 | 07/2021 |
| Bouchey Financial Group, Ltd | Saratoga Springs | NY | 08/2021 | 08/2022 |
| Eagle Bay Family Office | New York | NY | 08/2022 | 01/2023 |
| Harbor Capital Advisors, Inc. | Chicago | IL | 01/2023 | Present |
1. Managing Director; Alonzo Racing, LLC; Since 09/28/2014; Non-investment related; Approximately 4 hours spent per monthName of business: Alonzo Racing, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
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