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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
66 Hudson Boulevard Floors 3, 4, 5, 30, And Suites 2406, 2407, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loon Mountain | Lincoln | NH | 12/2015 | 04/2019 |
| The Wheeler School | Providence | RI | 09/2015 | 05/2017 |
| Mcgraw Hill Education | Pawtucket | RI | 08/2017 | 02/2018 |
| Tyro Partners | Providence | RI | 09/2018 | 08/2019 |
| Rhode Island Department Of Revenue | Providence | RI | 03/2019 | 07/2019 |
| Orion Portfolio Solutions, Llc | Hebron | KY | 03/2020 | 08/2021 |
| Cls Investments, Llc | Omaha | NE | 09/2019 | 03/2020 |
| Wealthplan Investment Management, Llc | Omaha | NE | 08/2021 | 10/2023 |
| Orion Portfolio Solutions | Omaha | NE | 10/2023 | 05/2025 |
| Hsbc Global Asset Management | New York | NY | 05/2025 | Present |
| Hsbc Securities (Usa) Inc. | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-11 |
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