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Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-12
  • CT RA
    APPROVED
    Since 2024-11-12

Branch Locations

Groton, CT • United States

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zacks Investment Management, Inc. Chicago IL 02/2024 Present
Aeros Cultured Oyster Company Southold NY 01/2023 01/2024
University Of Connecticut Groton CT 08/2020 12/2022
Kalamazoo College Kalamazoo MI 08/2016 08/2020
Lord Hobo Brewery Woburn MA 11/2016 01/2017
United Parcel Service Woburn MA 11/2017 01/2018
United Parcel Service Woburn MA 11/2018 01/2019
  • 02/2024 → Present
    Chicago, IL
  • 01/2023 → 01/2024
    Aeros Cultured Oyster Company
    Southold, NY
  • 08/2020 → 12/2022
    University Of Connecticut
    Groton, CT
  • 08/2016 → 08/2020
    Kalamazoo College
    Kalamazoo, MI
  • 11/2016 → 01/2017
    Lord Hobo Brewery
    Woburn, MA
  • 11/2017 → 01/2018
    United Parcel Service
    Woburn, MA
  • 11/2018 → 01/2019
    United Parcel Service
    Woburn, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

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