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Union City, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-03 |
| MA | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Institute Of Technology | Cambridge | MA | 02/2012 | 01/2018 |
| Overseas Student Services Corp | Boston | MA | 01/2022 | 03/2022 |
| Ascent Fund | Hangzhou | 01/2018 | 12/2021 | |
| Atlas Capital Investment Llc | East Boston | MA | 04/2022 | 09/2023 |
| Dorfman Value Investments | Newton | MA | 09/2022 | 09/2024 |
| Guinea Value Investments | Boston | MA | 06/2024 | Present |
| Broadsea Consulting | Boston | MA | 02/2018 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
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