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312 Walnut Street Suite 3500, Cincinnati, OH 45202-9834 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-22 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
312 Walnut Street Suite 3500, Cincinnati, OH 45202-9834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meketa Investment Group | Westwood | MA | 08/2014 | 08/2017 |
| Natixis Global Asset Management | Boston | MA | 08/2017 | 07/2022 |
| Gateway Investment Advisers, Llc | Cincinnati | OH | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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