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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-13 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accenture | El Segundo | CA | 11/2015 | 07/2018 |
| Newport Asset Management Corp. | Huntington Beach | CA | 01/2016 | 06/2019 |
| Rbc Capital Markets, Llc | New York | NY | 07/2021 | 05/2022 |
| Student | Ithaca | NY | 08/2019 | 05/2021 |
| Citigroup | New York | NY | 05/2022 | Present |
//Onyx Properties,Delaware,Wilmington; Investment Related: N; Started: 2023-03-20; Title: Owner; Duties: Own and manage 2 rental properties; Hours devoted each month during securities trading hours: 1-5; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-02 |
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