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152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Melius Research | New York | NY | 09/2024 | Present |
| Sperry, Mitchell & Company | New York | NY | 06/2024 | 08/2024 |
| Bradley, Foster & Sargent | Hartford | CT | 01/2024 | 04/2024 |
| Two Roads Advisors | New York | NY | 02/2024 | 04/2024 |
| The Chef's Warehouse | Ridgefield | CT | 05/2023 | 08/2023 |
| Connecticut Children's Innovation Team | Hartford | CT | 02/2023 | 05/2023 |
| Ubs | Hartford | CT | 06/2022 | 04/2023 |
| Trinity College | Hartford | CT | 09/2020 | 05/2024 |
| Kingswood Oxford School | West Hartford | CT | 09/2014 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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