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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-30 |
| NY | RA | APPROVED | 2021-09-17 |
Branch Locations
24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Wealthfoundme.com; investment-related; Writer and blogger; 5/2021; 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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