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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-24 |
Branch Locations
150 W Main Street Suite 1500, Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Cavalier Land, Inc. | Norfolk | VA | 05/2021 | 08/2021 |
| Cavalier Land, Inc. | Norfolk | VA | 05/2022 | 08/2022 |
| Cavalier Land, Inc. | Norfolk | VA | 05/2023 | 12/2023 |
| Cerity Partners | New York | NY | 12/2023 | Present |
| Full-Time Education | Winston-Salem | NC | 08/2021 | 05/2023 |
| Full-Time Education | Norfolk | VA | 03/2015 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
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