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7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Painesville | OH | 07/2016 | 05/2018 |
| Mahoney Asset Management | Chestnut Ridge | NY | 05/2018 | 08/2022 |
| Aurora Capital Llc | Bridgehampton | NY | 07/2018 | 06/2019 |
| Newbridge Securities Corporation | Chestnut Ridge | NY | 05/2019 | 09/2019 |
| Newbridge Securities Corporation | Chestnut Ridge | NY | 10/2020 | 09/2022 |
| Red Boy Llc | Cheshire | 10/2019 | 09/2020 | |
| Connectus Wealth | Greenwich | CT | 09/2022 | 05/2023 |
| Northcoast Asset Management | Greenwich | CT | 09/2022 | 05/2023 |
| Tanager Wealth Management | Philadelphia | PA | 06/2024 | Present |
| Tanager Wealth Management Llp | London | 12/2025 | Present | |
| Unemployed | Greenwich | CT | 05/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-06 |
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