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123 William Street 21St Floor, New York, NY 10038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-12 |
Branch Locations
123 William Street 21St Floor, New York, NY 10038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerdwallet Wealth Partners | New York | NY | 11/2025 | Present |
| Goldman Sachs | New York | NY | 06/2016 | 07/2025 |
| Extended Travel | New York | NY | 08/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
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