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17 State Street 40Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
17 State Street 40Th Floor, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dial800 | Mahwah | NJ | 01/2009 | 12/2017 |
| Porphyry, Llc | New York | NY | 01/2018 | Present |
| Tradecraft Capital | Austin | TX | 10/2019 | Present |
| Blue Square Asset Management, Llc | New York | NY | 05/2025 | Present |
CEO of TradeCraft Capital. TradeCraft is not affiliated with Blue Square Asset Management. Total hours spent per week approximately 10. Manager of Porphyry, LLC. Porphyry is not affiliated with Blue Square Asset Management. Total hours spent per week varies and is project based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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