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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-08 |
Branch Locations
28 Liberty Street #2850, New York, NY 10005 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Sports Center | Concord | NH | 09/2014 | 09/2021 |
| Rise North Capital | Nashua | NH | 09/2021 | 12/2021 |
| Global Atlantic Financial Group | Boston | MA | 01/2022 | 05/2023 |
| Cerity Partners Llc | New York | NY | 05/2023 | 12/2024 |
| Hooksett Parks | Hooksett | NH | 05/2018 | 08/2018 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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