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418 Broadway Ste R, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-08 |
| NY | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lahontan Capital Llc | Albany | NY | 02/2026 | Present |
| Mathmata Llc | Brooklyn | NY | 08/2022 | 03/2026 |
| Unemployed | Brooklyn | NY | 04/2022 | 07/2022 |
| Unemployed | Brooklyn | NY | 07/2020 | 01/2021 |
| Numerious Inc | Brooklyn | NY | 02/2021 | 03/2022 |
| The University Of Chicago Booth School Of Business | Chicago | IL | 03/2019 | 06/2020 |
| Brigham Young University | Provo | UT | 08/2014 | 12/2018 |
| Qualtrics | Provo | UT | 01/2018 | 04/2018 |
| Decagon Devices | Pullman | WA | 05/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
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