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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-06 |
Branch Locations
One Greenwich Office Park, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management Llc | Greenwich | CT | 05/2008 | 10/2021 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Greenwich | CT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-17 |
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