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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Trumansburg, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornell University | Ithaca | NY | 11/2023 | Present |
| Florae Collaborative Llc | Ithaca | NY | 03/2020 | 11/2023 |
| Mcm House | Sydney | 10/2019 | 03/2020 | |
| Conifer Realty Llc | Ithaca | NY | 03/2019 | 07/2019 |
| Rosie Applications, Inc. | Ithaca | NY | 07/2018 | 02/2019 |
| Cornell University | Ithaca | NY | 08/2016 | 05/2018 |
| Forum Financial Management, Lp | Lombard | IL | 03/2025 | Present |
1) Florae Collaborative LLC; Not investment-related; 1345 Mecklenburg Road, Ithaca, NY 14850; Plant Nursery; Consultant; 01/2024; 10 hours per month; 10 hours during securities trading hours; strategic planning, budgeting, and personnel. 2) Cornell University; Not investment-related; 144 Feeney Way Ithaca, NY 14853; Education; Assistant Director, Global Operations; 04/2025; 80 hours per month; 80 hours during securities trading hours; Manage international subsidiaries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-17 |
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