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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-09 |
| PA | RA | APPROVED | 2025-02-09 |
| TX | RA | APPROVED | 2025-02-09 |
| VA | RA | APPROVED | 2025-02-09 |
Branch Locations
369 Lexington Ave 9Th Floor, New York, NY 10017 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| House Of Ruth Maryland | Baltimore | MD | 06/2018 | 07/2018 |
| Baker Tilly Virchow Krause, Llp | Chicago | IL | 06/2019 | 07/2019 |
| Bucknell University College Of Management | Lewisburg | PA | 08/2019 | 12/2019 |
| Bucknell University Teaching And Learning Center | Lewisburg | PA | 08/2018 | 05/2020 |
| Bucknell University | Lewisburg | PA | 08/2016 | 05/2020 |
| Hawthorn Woods Country Club | Hawthorn Woods | IL | 06/2020 | 09/2020 |
| Balasa Dinverno Foltz Llc | Itasca | IL | 09/2020 | 03/2023 |
| Corient | Itasca | IL | 12/2022 | 12/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 12/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Range Advisory, Llc | Mclean | VA | 01/2025 | Present |
CorePower Yoga - not invesmtent-related; address-3001 Brighton Blvd., Suite 269, Denver, CO 80216; nature of business-Yoga Studio; position/title-Yoga Instructor; approximately 24 hours/month; 0 hours devoted to CorePower Yoga during securities trading hours; and teach yoga.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
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