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2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-19 |
Branch Locations
2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tortoise Investment Management, Llc | White Plains | NY | 07/2022 | Present |
| Phillips Exeter Academy | Exeter | NH | 09/2014 | 06/2017 |
| Williams College | Williamstown | MA | 08/2017 | 05/2022 |
| Putnam Plaza Super Liquors | East Hartford | CT | 06/2018 | 08/2018 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 06/2019 | 08/2019 |
| Updike, Kelly & Spellacy | Hartford | CT | 10/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
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