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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-02 |
Branch Locations
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
1301 Avenue Of The Americas, New York, NY 10019 • United States
Hoboken, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgim Investments,Llc | Newark | NJ | 09/2021 | 09/2024 |
| Prudential Investment Management Services Llc | Newark | NJ | 09/2021 | 09/2024 |
| Merrill Lynch | Highland Park | IL | 06/2019 | 08/2019 |
| College Park Athletic Club | Deerfield | IL | 06/2017 | 08/2020 |
| Highland Park High School | Highland Park | IL | 08/2013 | 06/2017 |
| Lehigh University | Bethlehem | PA | 08/2017 | 05/2021 |
| Unemployed | Highland Park | IL | 06/2021 | 08/2021 |
| Wisdomtree Asset Management, Inc. | New York | NY | 09/2024 | 10/2025 |
| Foreside Fund Services, Llc | New York | NY | 10/2024 | 10/2025 |
| Virtus Investment Advisors, Llc | New York | NY | 01/2026 | Present |
| Vp Distributors, Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-20 |
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