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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Village Wealth Llc | Albany | NY | 06/2026 | Present |
| Verizon | Basking Ridge | NJ | 06/2024 | 03/2026 |
| Goldman Sachs | Boston | MA | 06/2022 | 08/2022 |
| Toyota Motor North America | Mansfield | MA | 06/2017 | 08/2021 |
| Northwestern University Kellogg School Of Management | Evanston | IL | 08/2021 | 06/2023 |
| N/A | Mendham | NJ | 06/2023 | 06/2024 |
| Boston College | Chestnut Hill | MA | 08/2013 | 05/2017 |
| Subaru Distributors Corp. | Orangeburg | NY | 07/2026 | Present |
- Name of other business: Subaru Distributors Corp. - Investment-related: No - Address: 6 Ramland Road, Orangeburg, NY 10962 - Nature of the other business: Automotive distributorship - Position/title/duties: District Sales Manager/Responsible for covering relationship management, vehicle allocation, and sales of cars and accessories for a geographical region of Subaru - Start date: 7/13/2026 - Approximate number of hours/month devoted to the other business: 100 - 160 hours/month - Number of hours devoted during securities trading hours: 70 - 120 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
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