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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-10 |
Branch Locations
5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pat's Pizza | Yarmouth | ME | 06/2016 | 08/2017 |
| P&L Home Care | Falmouth | ME | 05/2018 | 08/2018 |
| Otto's Pizza | Yarmouth | ME | 06/2018 | 08/2019 |
| Pemberton's Gourmet Foods | Gray | ME | 05/2019 | 08/2019 |
| Independent Contractor | Manchester | NH | 02/2020 | 04/2020 |
| Toddy Brook Golf Course | North Yarmouth | ME | 06/2020 | 09/2021 |
| Fuse Music | Minturn | CO | 09/2024 | Present |
| Troon Golf Llc | Edwards | CO | 05/2026 | Present |
| Toast, Inc. | Boston | MA | 08/2021 | 06/2025 |
| Unemployed | Yarmouth | ME | 08/2017 | 04/2018 |
| Unemployed | Yarmouth | ME | 08/2019 | 01/2020 |
| Unemployed | Yarmouth | ME | 04/2020 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2026 | Present |
1. Name: Fuse Music; Not Investment Related; Address: 866 Main St. Apt N Minturn CO 81645; Position: Owner; Start date: 09/2024; Hours: 10 hours 2. Name: Troon Golf LLC; Not Investment Related; Address: 0101 Legends Dr. Edwards, CO 81632; Position: Crew Member; Start date: 05/2026; Hours 15 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-04 |
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