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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Reading | Reading | 08/2014 | 06/2018 | |
| De Lage Landen Ltd | London | 06/2016 | 06/2017 | |
| Carnegie Investment Counsel | Pepper Pike | OH | 09/2018 | 08/2020 |
| Carnegie Investment Counsel | Pepper Pike | OH | 08/2020 | 05/2024 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2024 | 02/2026 |
| Ritholtz Wealth Management | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
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