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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-19 |
Branch Locations
300 Carnegie Center Suite 100, Princeton, NJ 08540 • United States
Eugene, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lazard Asset Management Securities Llc | New York | NY | 06/2010 | 01/2024 |
| Lazard Asset Management Llc | New York | NY | 06/2010 | 01/2024 |
| Advisors Asset Management, Inc | Monument | CO | 01/2026 | Present |
| Unemployed | Eugene | OR | 02/2024 | 12/2025 |
1) Name: Eugene Country Club, Address: 255 Country Club Rd, Eugene, OR Start: 10/2020 Title: volunteer and member Time: 1 hour a month. The club is a 501(c)(3) and is fraternal. This is a member's only golf, tennis and swimming club. Serve on the committee to oversee the investment manager that manages the employee 401k accounts. Activity is limited to 1 hour per month, none of which occurs during trading hours. The business is non-investment related. 2) Name: Bohemia Mt Goods Co, Address: 90886 Diamond Ridge Loop, Eugene, OR 97408, Title: Owner Start: 2/01/2024 Time: Very Little. 5-8 hours a month. I make a snack mix and sell locally. It is a hobby business and I don't make any profit. It is a sole proprietor and I run it as a schedule C on my taxes. Not securities investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-17 |
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