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500 N. Akard Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-12 |
Branch Locations
757 3Rd Ave 9Th Floor, New York, NY 10017 • United States
500 N. Akard Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecooper Llp | New York | NY | 01/2008 | 07/2021 |
| Torreya Capital, Llc | New York | NY | 07/2021 | 05/2023 |
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 03/2023 | 05/2024 |
| Grant Thornton Financial Advisors Llc | New York | NY | 09/2024 | Present |
| Grant Thornton Advisors Llc | New York | NY | 05/2024 | Present |
American Ballet Theatre (Ballet Theatre Foundation); No; 890 Broadway New York, NY 10003; NFP Ballet Company; Education Committee of the Board of Trustees; 12/2025; 4 hours per quarter; 1 hour per quarter; Attend quarterly meetings with light prep beforehand regarding the Jacqueline Kenned Onassis School for ABT and programming with occasional invitations to watch exams or rehearsals a few times per year
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-13 |
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