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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgetown Preparatory School | North Bethesda | MD | 09/2015 | 06/2019 |
| Laha Brothers Construction | Alexandria | VA | 07/2017 | 05/2020 |
| Fairfield University | Fairfield | CT | 09/2019 | 05/2023 |
| The Baltimore Life Insurance Company | Owing Mills | MD | 05/2022 | 11/2022 |
| Andersen Tax | New York | NY | 07/2023 | 06/2025 |
| Scs Capital Management, Llc | New York | NY | 07/2025 | Present |
| Unemployed | New York | NY | 06/2023 | 06/2023 |
| Green Vistas, Llc | Alexandria | VA | 07/2020 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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