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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Entrewealth, Llc | Boston | MA | 01/2026 | Present |
| Dirty Paws Llc | Boston | MA | 01/2025 | Present |
| Self-Employed | Boston | MA | 02/2024 | 12/2025 |
| N/A - Extended Travel | Hobart | 12/2023 | 01/2024 | |
| Trilogy Federal | Washington | DC | 06/2021 | 11/2023 |
| Ucla History Department | Los Angeles | CA | 06/2018 | 05/2021 |
| Ucla | Los Angeles | CA | 09/2017 | 03/2021 |
| Old Navy | Framingham | MA | 12/2015 | 09/2017 |
1) Dirty Paws; Not investment-related; Boston; Website and app development; Co-owner; 01/2025; 10; 0; Support website and app development activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
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