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One Madison Avenue 18Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2011-02-01 |
Branch Locations
One Madison Avenue 18Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Distributors, Llc | Stamford | CT | 01/2011 | Present |
| Clearbridge Investments Llc | New York | NY | 01/2011 | Present |
| Legg Mason & Co Llc | Stamford | CT | 01/2011 | 07/2021 |
1. Rental Property; Condo Owner; Stamford, CT; 11/2012 - Present; 1 hour per month-no time devoted during normal securities trading hours. 2. EJ Venture Consulting LLC; Fairfield, CT; Owner; beg. 4/1/2024; purchase short term notes on real estate properties; 5 hours per week -no time devoted during normal securities trading hours. 3. J3 Creative Consulting LLC-33.3% Partner; Sherdian, WY; Beginning: 3/18/2025; Approx. 5 hours weekly; no time during normal securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-22 |
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