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190 Carondelet Plaza Suite 1300, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-23 |
| GA | RA | APPROVED | 2026-07-20 |
| MO | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED_RES | 2026-06-09 |
Branch Locations
190 Carondelet Plaza Suite 1300, St. Louis, MO 63105 • United States
Dunwoody, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acr Alpine Capital Research, Llc | Dunwoody | GA | 06/2026 | Present |
| John Hancock | Boston | MA | 08/2016 | 07/2020 |
| John Hancock Funds | Boston | MA | 08/2016 | 07/2020 |
| Easterly Securities Llc & Easterly Asset Management Lp | Beverly | MA | 08/2020 | 06/2026 |
| James Alpha Advisors, Llc | New York | NY | 08/2020 | 12/2020 |
| Imst Distributors, Llc | Dunwoody | GA | 07/2026 | Present |
1). ACR Alpine Capital Research, LLC; Investment Related; Dunwoody, GA; Client Relations/Bus Development; Senior Regional Director; Start: 6/1/2026; 160 hours Per Month and 0 During Trading; Responsible for selling SMAs, Mutual Funds and Private Credit to the intermediary channels.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-20 |
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