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99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-04 |
Branch Locations
99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ethic | New York | NY | 04/2026 | Present |
| Captrust | Raleigh | NC | 05/2022 | 03/2026 |
| Scotiabank | New York | NY | 06/2021 | 12/2021 |
| Stoneturn Group | Boston | MA | 01/2020 | 06/2020 |
| Pricewaterhousecoopers | Boston | MA | 01/2019 | 05/2019 |
| Northeastern University | Boston | MA | 01/2022 | 04/2022 |
| Northeastern University | Boston | MA | 07/2020 | 05/2021 |
| Northeastern University | Boston | MA | 06/2019 | 12/2019 |
| Northeastern University | Boston | MA | 09/2017 | 12/2018 |
| Wegmans | Rochester | NY | 06/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
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