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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2020-07-01 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle | London | 09/2011 | 07/2017 | |
| Columbia Threadneedle | New York | NY | 07/2017 | 06/2018 |
| Tradition Asset Management | Summit | NJ | 07/2019 | Present |
| Unemployed | Hoboken | NJ | 07/2018 | 06/2019 |
Co-Founder & CFO for Live Solutions, LLC, 1125 Maxwell Lane, Apt. 825, Hoboken, NJ 07030; Funding startup dating application currently in development; non-investment related but exercise control over entity's assets.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-05 |
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