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520 Broadway Suite 200, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-29 |
Branch Locations
520 Broadway Suite 200, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellacre Global Wealth Advisors | Santa Monica | CA | 03/2026 | Present |
| Wayfair | Boston | MA | 05/2016 | 08/2019 |
| Mckinsey & Co. | Los Angeles | CA | 05/2020 | 07/2025 |
| Generate Capital. | San Francisco | CA | 07/2025 | Present |
| The Wharton School Of The University Of Pennsylvania | Mba Progr | Philadelphia | PA | 08/2019 | 05/2021 |
Generate Capital, infrastructure fund, Chief of Staff to CEO, non-investment or sales related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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