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Needham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Markertree Capital, Llc | Needham | MA | 06/2016 | Present |
| Falls Bridge Securities, Llc | Wayne | PA | 10/2019 | Present |
I am the founder and managing partner of MarkerTree Capital. Start date: 04/2017. MarkerTree Capital, LLC ("MarkerTree") is an alternatives investment adviser for institutions. 160 hours/month. I am on the advisory Board for Bondstone.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-10 |
| S66 | Uniform Combined State Law Examination | 2009-02-13 |
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