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Leesburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 09/2013 | 05/2017 |
| University Of Rochester | Rochester | NY | 06/2017 | 01/2023 |
| University Of Rochester | Rochester | NY | 01/2023 | 01/2024 |
| University Of Rochester | Rochester | NY | 01/2024 | 06/2024 |
| University Of Rochester | Rochester | NY | 07/2024 | Present |
| Wealthisor Llc | Rochester | NY | 07/2024 | Present |
Professor at the University of Rochester; 500 Joseph C. Wilson Blvd, Rochester, NY 14627; Educational non-profit (University), not investment related.; Assistant Professor of Instruction, Department of Mechanical Engineering; Start date: July 1st, 2024.; Duties: teach courses in mechanical engineering and related fields, as assigned by the Department chair of Mechanical Engineering, service on departmental committees, service on as faculty advisor for undergraduate engineering student groups, participation in student recruitment events for visiting students.; 40 hours per week * 4 weeks/month = 160 hours/month.; All possible hours during securities trading hours are devoted to the other job.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
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