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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-05 |
| NY | RA | APPROVED | 2026-05-05 |
Branch Locations
599 Lexington Ave, New York, NY 10022 • United States
Greenwich Office Park, Building 3, Suite 320, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belle Haven Investments, L.P. | Rye Brook | NY | 08/2021 | 04/2026 |
| University Of Maryland | College Park | MD | 08/2017 | 05/2021 |
| New Rochelle High School | New Rochelle | NY | 09/2013 | 06/2017 |
| Focus Partners Wealth, Llc | Greenwich | CT | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-23 |
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