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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-23 |
Branch Locations
400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management | Stamford | CT | 06/2026 | Present |
| Miami University | Oxford | OH | 08/2020 | 05/2024 |
| Andersen | New York | NY | 08/2024 | 06/2026 |
| Andersen | New York | NY | 06/2023 | 08/2023 |
| Fieldpoint Private | Greenwich | CT | 05/2022 | 06/2022 |
| Greenwich High School | Greenwich | CT | 08/2016 | 05/2020 |
TJ Investments 1, LLC , 15 Lyon Ave, Unit A, Greenwich, CT 06830, Co-owner, This is an LLC that owns my personal home that i live in. It is a duplex that produces income via renting the second unit. This holding company is used to simply hold the property. There is no business activity apart from receiving rent and paying bills. This does not take ANY time out of working hours or away from my responsibilities at NCAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
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