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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovitz Investment Group Partners, Llc | Ocoee | FL | 10/2024 | Present |
| Gw&K Investment Management | Boston | MA | 12/2022 | 10/2024 |
| Charles Schwab | Maitland | FL | 07/2021 | 12/2022 |
| Flagler College | St. Augustine | FL | 08/2016 | 06/2020 |
| University Of North Florida | Jacksonville | FL | 08/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
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