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1233 Camino Del Mar, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| DC | RA | APPROVED | 2025-04-24 |
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Strategies Llc | Washington | DC | 01/2025 | Present |
| U.S. Environmental Protection Agency | Washington | DC | 09/2021 | 01/2025 |
| Mckinsey & Company | Washington | DC | 05/2017 | 09/2021 |
| Business Forward Foundation | Washington | DC | 02/2017 | 05/2017 |
| The White House | Washington | DC | 12/2013 | 01/2017 |
| Torrey Growth & Income Advisors | Del Mar | CA | 02/2025 | Present |
I am the owner of Impact Strategies, LLC, since January 2025. In that capacity, I provide consulting services related to climate, energy, and environmental matters. The business is not investment related. It is based at 519 6th Street NE, Washington, DC, 20002. I devote approximately 100 hours per month to that business including approximately 3 hours per day during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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