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Current Employers
Moonstone Asset Management, Inc.

707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-18
IL RA APPROVED 2026-07-16
  • GA RA
    APPROVED
    Since 2026-08-18
  • IL RA
    APPROVED
    Since 2026-07-16

Branch Locations

Brookhaven, GA • United States

707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moonstone Asset Management, Inc. Northbrook IL 02/2026 Present
Twin Oak Etf Company Wellesley MA 04/2025 02/2026
Huron Consulting Group Chicago IL 06/2023 04/2025
Envision Healthcare Nashville TN 11/2020 06/2023
Huron Consulting Group Chicago IL 08/2012 11/2020
  • 02/2026 → Present
    Northbrook, IL
  • 04/2025 → 02/2026
    Twin Oak Etf Company
    Wellesley, MA
  • 06/2023 → 04/2025
    Huron Consulting Group
    Chicago, IL
  • 11/2020 → 06/2023
    Envision Healthcare
    Nashville, TN
  • 08/2012 → 11/2020
    Huron Consulting Group
    Chicago, IL
Other Businesses

1- Sterlingworth LLC, investment-related, 4210 Candler Lake West NE, Brookhaven GA 30319, short-term rental property, owner, 7/8/2024, 1-2 hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-11
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11

View on SEC IAPD

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