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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-28 |
Branch Locations
66 Hudson Boulevard East, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Express | Nyc | NY | 08/2017 | 03/2020 |
| Ezetap | Bangalore | 04/2016 | 07/2017 | |
| Genpact | New York | NY | 01/2021 | 08/2021 |
| Now | Atlanta | GA | 09/2021 | 03/2024 |
| Mynzo Carbon | Wilmington | DE | 03/2024 | 12/2024 |
| American Express | New York | NY | 08/2017 | 03/2020 |
| Career Break To Take Care Of My Mom | Searingtown | NY | 03/2020 | 12/2021 |
| Alliance Bernstein | New York | NY | 05/2025 | Present |
| Harvard Business School Club Of Ny | New York | NY | 01/2024 | 04/2025 |
Count: 2 1) BusinessName: VPG INVESTMENT RELATED: No ADDRESS: 3 Great Valley pkwy NATURE OF BUSINESS: A sensor company POSITION: Board Director RELATIONSHIP: 2023-06-01 APPROXIMATE NUMBER HOURS: 3 hours/month, 3 hours during trading hours YOUR DUTIES: Board Director - NOM/GOV and Comp committee 2) BusinessName: Aspen Seminars INVESTMENT RELATED: No ADDRESS: 2300 N St NW, Washington, DC 20037 NATURE OF BUSINESS: I moderate for their exec seminars POSITION: Moderator RELATIONSHIP: 2026-01-01 APPROXIMATE NUMBER HOURS: 2 hours/month, 2 hours during trading hours YOUR DUTIES: Moderator for a group of senior executives
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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