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1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-13 |
Branch Locations
1201 Hays Street, Tallahassee, FL 32301-2525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestone Asset Management, Llc | Boulder | CO | 08/2022 | 04/2023 |
| Evercore Partners | New York | NY | 03/2018 | 07/2022 |
| Aj Wealth | New York | NY | 02/2017 | 03/2018 |
| Student | Waltham | MA | 01/2015 | 02/2017 |
| Seven Mile Advisory | Tallahassee | FL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
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