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99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-11 |
Branch Locations
99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Pacific Bank | Seattle | WA | 06/2016 | 01/2018 |
| Quantum Management Services | Lynnwood | WA | 06/2018 | 08/2018 |
| Precept Wine | Seattle | WA | 01/2019 | 05/2019 |
| Jpmorgan Chase | New York | NY | 06/2019 | 08/2019 |
| Parametric Portfolio Associates | Seattle | WA | 07/2020 | 10/2021 |
| Parametric Portfolio Associates | Seattle | WA | 10/2021 | 12/2022 |
| Parametric Portfolio Associates | New York | NY | 12/2022 | 08/2023 |
| Parametric Portfolio Associates | New York | NY | 08/2023 | 09/2024 |
| Ethic | New York | NY | 09/2024 | Present |
| Student | Edmonds | WA | 09/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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