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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-09-30
NY RA APPROVED 2021-09-17
  • NJ RA
    APPROVED
    Since 2021-09-30
  • NY RA
    APPROVED
    Since 2021-09-17

Branch Locations

Harrison, NJ • United States

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burger King Marysville OH 07/2015 05/2017
Chipotle Bowling Green OH 05/2017 02/2019
Modern Woodmen Of America Bowling Green OH 09/2017 11/2018
Northwestern Mutual Toledo OH 05/2019 07/2019
Bowling Green State University Bowling Green OH 06/2017 05/2021
Ritholtz Wealth Management New York NY 07/2021 Present
  • 07/2015 → 05/2017
    Burger King
    Marysville, OH
  • 05/2017 → 02/2019
    Chipotle
    Bowling Green, OH
  • 09/2017 → 11/2018
    Modern Woodmen Of America
    Bowling Green, OH
  • 05/2019 → 07/2019
    Northwestern Mutual
    Toledo, OH
  • 06/2017 → 05/2021
    Bowling Green State University
    Bowling Green, OH
  • 07/2021 → Present
    New York, NY
Other Businesses

Wealthfoundme.com; investment-related; Writer and blogger; 5/2021; 5 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2021-09-17
Designations

View on SEC IAPD

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