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Aspen, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Praeditis Group Llc | New York | NY | 08/2005 | Present |
| Stonecastle Securities, Llc | New York | NY | 07/2013 | 12/2019 |
| Stonecastle Partners, Llc | New York | NY | 03/2013 | 02/2020 |
| Weild & Co. | New York | NY | 11/2021 | 11/2024 |
| Arrowmark Partners | Denver | CO | 03/2020 | 01/2023 |
| Greenwich Investment Management, Inc. | Norwalk | CT | 02/2023 | 09/2023 |
| Capital Ideas, Inc. | Dallas | TX | 03/2024 | Present |
1) 08/2011; Praeditis; New York, NY; Sole Proprietor; 10 hrs/week; Consultant for business and capital markets. 2) 03/2024; Capital Ideas, Inc.; Dallas, TX; Independent Contractor; 25 hours/week; Portfolio manager for high yield bond strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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