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444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-31 |
Branch Locations
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2018 | 05/2019 |
| Brown University | Providence | RI | 01/2017 | 05/2018 |
| Brown University | Providence | RI | 09/2017 | 05/2018 |
| Bank Of America Merrill Lynch | New York | NY | 06/2017 | 08/2017 |
| Design Catalyst | Providence | RI | 11/2017 | 11/2017 |
| Brown University | Providence | RI | 09/2014 | 05/2018 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 07/2019 |
| Stash Financial Llc | New York | NY | 06/2020 | 07/2022 |
| Stash Capital Llc | New York | NY | 06/2020 | 07/2022 |
| Hg Vora Capital Management | New York | NY | 07/2019 | 02/2020 |
| Unemployed | New York | NY | 02/2020 | 06/2020 |
| Geowealth Management Llc | Chicago | IL | 07/2022 | 08/2025 |
| Geowealth Management Llc | Chicago | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-19 |
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