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11 West 42Nd Street Floor 2, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-09 |
| NY | RA | APPROVED | 2025-09-09 |
Branch Locations
11 West 42Nd Street Floor 2, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2022 | 06/2025 |
| Aksia | New York | NY | 03/2021 | 05/2022 |
| Pwc | New York | NY | 09/2018 | 02/2021 |
| Markle Foundation | New York | NY | 02/2018 | 08/2018 |
| Seasons Of Advice Wealth Management | New York | NY | 04/2017 | 02/2018 |
| Pwc | New York | NY | 01/2017 | 03/2017 |
| Pomona Capital | New York | NY | 05/2016 | 12/2016 |
| Student | New York | NY | 08/2015 | 08/2018 |
| Unemployed | New York | NY | 06/2025 | 08/2025 |
| Kineo Capital Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
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