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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-19 |
Branch Locations
767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masterworks | New York | NY | 06/2022 | 06/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | 06/2023 |
| Masterworks | New York | NY | 05/2021 | 08/2021 |
| Morgan Stanley | New York | NY | 05/2019 | 08/2019 |
| University Of Wisconsin - Madison | Madison | WI | 09/2018 | 05/2019 |
| Blind Brook High School | Rye Brook | NY | 09/2014 | 06/2018 |
| University Of Wisconsin - Madison | Madison | WI | 08/2021 | 06/2022 |
| University Of Wisonsin - Madison | Madison | WI | 08/2019 | 05/2021 |
| Masterworks Advisers, Llc | New York | NY | 06/2023 | 08/2024 |
| Wells Fargo Clearing Services, Llc | New York | NY | 07/2025 | Present |
| Westpoint Financial Group | Madison | WI | 01/2025 | 04/2025 |
| University Of Wisconsin-Madison | Madison | WI | 09/2024 | 05/2025 |
| Unemployed | New York | NY | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-23 |
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