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477 Madison Avenue Suite 720, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-18 |
Branch Locations
477 Madison Avenue Suite 720, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiera Capital Inc. | New York | NY | 05/2004 | Present |
| Foreside Fund Services | New York | NY | 12/2015 | 10/2016 |
| Foreside Fund Services, Llc | New York | NY | 05/2017 | 07/2018 |
| Foreside Fund Services, Llc | New York | NY | 03/2019 | Present |
1) Fiera Capital Inc.; Investment Related; New York, NY; 06/01/2004; RIA; EVP, Head of Strategic Relationships; Business development, client relations, marketing; 230 hours per month with 161 during trading hours. 2) American Jewish Historical Society; Not Investment Related; New York, NY; 03/17/2015; Not for Profit - Archives; Vice President of the Board; Serve on the Board of Trustees. Attend quarterly meeting. Help with fund raising events; 1 hours per month with 0 during trading hours. 3) Center for Jewish History; Investment Related; New York, NY; Start 10/21/2024; Not for Profit Organization; Member of Investment/Finance Committee; Participate on the Investment and Finance Committee of the Center for Jewish History; 1 hours per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-05 |
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