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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| CO | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aspen | CO | 02/2026 | Present |
| Quantitative Financial Strategies | Aspen | CO | 05/2025 | 01/2026 |
| Private Estate | Aspen | CO | 11/2023 | 09/2025 |
| Quantitative Financial Strategies | Aspen | CO | 08/2023 | 11/2023 |
| Unemployed | Aspen | CO | 04/2023 | 08/2023 |
| Cooper Street Capital | Aspen | CO | 04/2021 | 04/2023 |
| The Wonderful Company | Los Angeles | CA | 06/2019 | 04/2021 |
| Residences At The Little Nell | Aspen | CO | 09/2017 | 06/2019 |
| Clemson University | Clemson | SC | 02/2016 | 07/2017 |
| Clemson University | Clemson | SC | 08/2013 | 05/2017 |
| Gildan | Charleston | SC | 07/2017 | 10/2017 |
I*3786265, Entity Type: For Profit, Name of OBA: Ascend Aspen Limo LLC Address: Aspen Colorado 81611 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/22/2025 No Hours: 2 weekly No Hours during trading: 0 Duties: 1/3 Owner. I do tasks such as booking rides, driving and making sure the bills are paid. Limo Transportation Service I*3786268, Entity Type: For Profit, Name of OBA: F A B Address: Norwalk Connecticut06856 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/01/2026 No Hours: 3 monthly No Hours during trading: 0 Duties: Helping Serve Dinner At Private Residence, Private Residence Domestic Help I*4138273 Entity Type: For Profit Name of OBA: Pitkin County Property Management LLC Address: Aspen, Colorado, 81611 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/08/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: This is a dormant LLC that I leave open because it is part of the Basalt Chamber of Commerce, which allows me to get a discounted rate on a ski pass as a local business owner. There is no bank account or any business activity, it is just an LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
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