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152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-16 |
Branch Locations
152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rice, Heard & Bigelow | Boston | MA | 04/2024 | 07/2024 |
| Middlebury College | Middlebury | VT | 03/2022 | 01/2024 |
| Rice, Heard & Bigelow | Boston | MA | 06/2023 | 08/2023 |
| Great Marsh Brewing Co | Essex | MA | 06/2022 | 08/2022 |
| Starbucks | Pawleys Island | SC | 02/2021 | 07/2021 |
| Middlebury College | Middlebury | VT | 09/2019 | 03/2024 |
| Evry- Viry Hockey Club | Viry Chattilion | 08/2024 | 04/2025 | |
| Phillips Exeter Academy | Exeter | NH | 09/2015 | 06/2019 |
| Melius Research Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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