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West Lake Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
West Lake Hills, TX • United States
Storrs, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gloomberg Llc | Storrs | CT | 07/2024 | 01/2025 |
| Caerus Investment Advisors, Llc | West Lake Hills | TX | 02/2025 | Present |
| University Of Connecticut | Stamford | CT | 07/2023 | 05/2024 |
| Energy Innovation Capital | Orinda | CA | 11/2023 | 01/2024 |
| University Of Connecticut | Hartford | CT | 07/2023 | 11/2023 |
| Enable Life Sciences Llc | Farmington | CT | 05/2023 | 07/2023 |
| University Of Connecticut | Hartford | CT | 08/2022 | 05/2024 |
| Shanghai Maritime University | Shanghai | 09/2018 | 05/2022 | |
| Shanghai Songjiang No.2 Senior High School | Shanghai | 01/2015 | 06/2018 |
1) Business Name: Gloomberg Limited Liability Company 2) Non-investment related 3) 15 Baxter Rd, Storrs, CT 06268 4) Financial Tools Provider 5) Owner 6) 11/2024 7) 20 Hours 8) 0 Hours 9) Developing financial research tools and analysis platforms
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
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