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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-19 |
Branch Locations
24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2022 | 05/2025 |
| Stable Tables | Flourtown | PA | 07/2018 | 08/2019 |
| Stable Tables | Flourtown | PA | 06/2012 | 08/2017 |
| Trinity College | Hartford | CT | 09/2017 | 05/2018 |
| Montgomery County Community College | Blue Bell | PA | 08/2018 | 05/2019 |
| College Of Charleston | Charleston | SC | 08/2019 | 03/2020 |
| Springside Chestnut Hill Academy | Philadelphia | PA | 09/2011 | 06/2017 |
| Unemployed | Philadelphia | PA | 05/2022 | 10/2022 |
| College Of Charleston | Philadelphia | PA | 03/2020 | 08/2020 |
| College Of Charleston | Charleston | SC | 08/2020 | 05/2022 |
| Unemployed | New York | NY | 05/2025 | 08/2025 |
| Ritholtz Wealth Management | New York | NY | 09/2025 | Present |
Grasslands Family, LLC; not investment-related; Merchantville, NJ; vacation home rental; shareholder; approximate start date 2005; 1 hour per month; occasional family meeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
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