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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Econ One | Chicago | IL | 08/2024 | Present |
| Diyfi Advisors Llc | Chicago | IL | 03/2025 | Present |
| Capital One | Chicago | IL | 08/2023 | 08/2024 |
| Mit Sloan | Cambridge | MA | 08/2021 | 06/2023 |
| Mit Sloan | Cambridge | MA | 08/2022 | 01/2023 |
| Best Buy | Seattle | WA | 06/2022 | 08/2022 |
| Logrocket | Boston | MA | 09/2021 | 12/2021 |
| Bates White Economic Consulting | Washington | DC | 07/2019 | 06/2021 |
| Harrisx | Washington | DC | 04/2018 | 06/2019 |
| Bates White Economic Consulting | Washington | DC | 07/2016 | 04/2018 |
I manage cases for expert reports at Econ One Research (550 S Hope St #800, Los Angeles, CA 90071), a non-investment-related economic consulting firm specializing in litigation support. As a Consultant since August 2024, I work remotely from Illinois, conducting data analysis, research, and report preparation to quantify damages in healthcare-related litigation. This position represents a substantial source of my income. While I devote approximately 160 hours monthly during securities trading hours, I maintain complete schedule flexibility to serve DIYFi Advisors clients. This consulting role involves supporting expert testimony in legal proceedings and is entirely separate from my investment advisory services. The nature of this work creates no material conflicts of interest with my clients at DIYFi Advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
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