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123 William Street 21St Floor, New York, NY 10038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-27 |
Branch Locations
123 William Street 21St Floor, New York, NY 10038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | Melbourne | 02/2017 | 11/2019 | |
| Koda Capital | Sydney | 01/2022 | 06/2025 | |
| Garnaut Private Wealth | Melbourne | 11/2019 | 12/2021 | |
| Travel | N/A | XX | 06/2025 | 11/2025 |
| Nerdwallet | New York | NY | 11/2025 | Present |
| Travel | Sydney | 09/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
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