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626 South State Street, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| NJ | RA | APPROVED | 2025-09-23 |
| PA | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macquarie Group | New York | NY | 07/2019 | 06/2025 |
| Ubs | New York | NY | 06/2018 | 08/2018 |
| Polymathes Capital | Princeton | NJ | 06/2017 | 08/2017 |
| Boston College Alumni Center | Boston | MA | 09/2015 | 05/2019 |
| Boston College | Newton | MA | 08/2015 | 05/2019 |
| Ethos Capital Management Inc. | Newtown | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-16 |
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