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900 Broadway Suite 808, New York, NY 10003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenwich Strategy | Providence | RI | 08/2014 | 06/2017 |
| Unemployed | New Haven | CT | 06/2017 | 05/2018 |
| Policygenius | New York | NY | 05/2018 | 04/2021 |
| Retirable | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-23 |
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