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7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-13 |
Branch Locations
7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Havencare | Plymouth | 06/2015 | 05/2017 | |
| J&K Global Limited | Kingston | 07/2017 | 06/2018 | |
| Logic Financial Services | Oxford | 06/2018 | 05/2019 | |
| St. James's Place Wealth Management | London | 05/2019 | 02/2020 | |
| Tanager Wealth Management Llp | London | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
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