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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-06 |
Branch Locations
55 Greens Farms Rd Ste 1, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Connecticut | Storrs | CT | 06/2014 | 05/2018 |
| Columbus Travel Media | London | 07/2017 | 07/2018 | |
| Bridgewater Associates | Westport | CT | 07/2018 | 08/2021 |
| Goldman Sachs Personal Financial Management | Westport | CT | 08/2021 | 11/2023 |
| Goldman Sachs Ayco Personal Financial Management | Westport | CT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
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