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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
| LA | RA | APPROVED | 2025-04-16 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thirtynorth Investments, Llc | New Orleans | LA | 12/2020 | 11/2021 |
| Robert Half | New York | NY | 07/2018 | 05/2019 |
| N/A | N/A | NY | 05/2019 | 08/2019 |
| N/A | New York | NY | 01/2011 | 05/2018 |
| Traction Group | Sydney | 08/2019 | 03/2020 | |
| N/A | New York | NY | 03/2020 | 06/2020 |
| Momentum Staffing | New York | NY | 06/2020 | 08/2020 |
| Compunnel Staffing | New York | NY | 08/2020 | 11/2020 |
| Spire Investment Parteners | New York | NY | 04/2025 | Present |
| Atrium Housing, Inc | New Orleans | LA | 07/2023 | Present |
| N/A | New Orleans | LA | 11/2021 | 07/2023 |
Atrium Housing (501(c)(3) tax-exempt organization); Project Analyst, Assist the non-profit in applying for LIHTC credits and other government funding. 7/2023; 45 hours/month, 0 hours during securities trading hours; Non-Securities related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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