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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
| CT | RA | APPROVED | 2026-04-24 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 06/2016 | 02/2018 |
| Brookfield Asset Management | New York | NY | 03/2018 | 03/2020 |
| Innovative Asset Advisors Group, Llc | Shelton | CT | 04/2026 | Present |
| Prime Quadrant | Toronto | 06/2023 | Present | |
| Baudpont | New York | NY | 03/2020 | Present |
1. Managing Partner Baudpont - Mar 2020 - New York City Metropolitan Area - Baudpont invests across private equity, real estate, and venture capital. 2. Blue Ivy Ventures - Senior Adviser and Member of Investment Committee - Jun 2016 - New York City Metropolitan Area - Senior advisor and member of the investment committee for Blue Ivy Ventures, a venture capital fund focused on investing in companies funded or operated by Yale alumni.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-10 |
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