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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evernorth | New York | NY | 01/2020 | Present |
| Gartner | Stamford | CT | 06/2017 | 01/2020 |
| St. Lawrence University | Canton | NY | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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