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152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-19 |
Branch Locations
152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conserve | Rochester | NY | 06/2025 | 08/2025 |
| Conserve | Rochester | NY | 05/2023 | 08/2023 |
| Aescape | New York | NY | 06/2024 | 01/2025 |
| Papa Jacks Ice Cream | Victor | NY | 04/2019 | 08/2022 |
| N/A | N/A | NY | 07/2015 | 04/2019 |
| N/A | Ithaca | NY | 08/2022 | 05/2023 |
| N/A | Ithaca | NY | 08/2023 | 06/2024 |
| N/A | Ithaca | NY | 01/2025 | 06/2025 |
| Melius Research | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
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