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2919 Knox Avenue South Suite 200, Minneapolis, MN 55408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| MN | RA | APPROVED | 2025-11-11 |
Branch Locations
2919 Knox Avenue South Suite 200, Minneapolis, MN 55408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parametric Portfolio Associates | Seattle | WA | 05/2016 | 01/2022 |
| Capstone Investment Advisors | New York | NY | 01/2022 | 07/2025 |
| Epiq Partners Llc | Minneapolis | MN | 09/2025 | Present |
| Vestry Street Llc | New York | NY | 07/2026 | Present |
LOOP PORTAL LLC; NOT INVESTMENT-RELATED; AUSTIN, TX; FINTECH SOLUTION CONNECTING INVESTMENT FUND LPs TO GPs; PARTNER; START DATE 08-01-25; 10 HOURS/MONTH; BUSINESS/CLIENT ACQUISITION VESTRY STREET LLC; INVESTMENT-RELATED; NEW YORK, NY; GLOBAL MACRO FUND; HEAD OF SALES NORTH AMERICA; START DATE 07-01-26; 30 HOURS/MONTH; BUSINESS/CLIENT ACQUISITION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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