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500 Post Road East 2Nd Fl, Suite 303, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-01-30 |
| NY | RA | APPROVED | 2025-11-21 |
| CT | RA | APPROVED | 2025-08-26 |
| PA | RA | APPROVED | 2025-08-26 |
Branch Locations
500 Post Road East 2Nd Fl, Suite 303, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lazard | New York | NY | 06/2024 | 08/2024 |
| Parametric Portfolio Associates/Morgan Stanley | Minneapolis | MN | 03/2022 | 06/2024 |
| Bccm Advisors | St Louis Park | MN | 06/2019 | 03/2022 |
| Quorus Inc. | West Port | CT | 07/2025 | Present |
| New York University Stern | New York | NY | 09/2024 | 06/2025 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
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