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100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-23 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Vancouver | WA | 09/2019 | 10/2020 |
| Fisher Investments | Tampa | FL | 10/2020 | 06/2025 |
| Grapes N' Hops, Llc | Vancouver | WA | 07/2017 | 10/2020 |
| Columbia River Financial Group, Llc | Vancouver | WA | 06/2019 | 08/2019 |
| Kroger | Vancouver | WA | 03/2019 | 06/2019 |
| Unemployed | Vancouver | WA | 10/2010 | 07/2017 |
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-17 |
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