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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-13 |
Branch Locations
One Greenwich Office Park, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connectus Dba Northcoast Asset Management | Greenwich | CT | 02/2023 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Greenwich | IL | 06/2024 | Present |
| Hippo Technologies, Inc | New York City | NY | 06/2020 | 01/2023 |
| University Of New Haven | West Haven | CT | 05/2019 | 05/2022 |
| Seymour High School | Seymour | CT | 05/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
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