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Isle Of Palms, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-08 |
Branch Locations
Isle Of Palms, SC • United States
Superior, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Alpha Advisors Llc | Niwot | CO | 01/2015 | 07/2025 |
| Newday Funds, Inc. Dba Newday Impact Investing | Southbury | CT | 08/2025 | 12/2025 |
| Reflection Asset Management | Isle Of Palms | SC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
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