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290 Harbor Drive 4Th Floor, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-10 |
Branch Locations
290 Harbor Drive 4Th Floor, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 03/2014 | 04/2017 |
| New York Life | New York | NY | 04/2017 | 05/2026 |
| Grayscale Securities, Llc | Stamford | CT | 06/2026 | Present |
| Grayscale Operating, Llc | Stamford | CT | 06/2026 | Present |
| Grayscale Advisors, Llc | Stamford | CT | 06/2026 | Present |
Grayscale Operating, LLC (Parent Company to the Firm and Grayscale Advisors, LLC); 290 Harbor Drive, Stamford, CT; Investment Related; Investment Advisor Activity; VP, Head of National Accounts; June 2026; 100+ Hours/Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-12 |
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