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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squarespace | New York | NY | 01/2015 | 10/2019 |
| Adapt Inc. | Las Vegas | NV | 02/2020 | 03/2020 |
| Vipkid | Beijing | 10/2019 | 10/2020 | |
| Teachable | New York | NY | 08/2020 | 10/2020 |
| Betterment | New York | NY | 10/2020 | 12/2021 |
| Betterment | New York | NY | 12/2021 | 05/2022 |
| Betterment | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
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