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New Orleans, LA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-12 |
| MA | RA | APPROVED | 2024-01-30 |
| FL | RA | APPROVED | 2024-01-24 |
| GA | RA | APPROVED | 2024-01-24 |
| CA | RA | APPROVED | 2024-01-11 |
Branch Locations
154 Wells Avenue Suite 3, Newton, MA 02459 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecoopers Llp | Atlanta | GA | 01/2012 | 06/2022 |
| Retired | Marietta | GA | 07/2022 | 12/2023 |
| Plum Street Advisors, Llc (Newton Office) | Newton | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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