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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-24 |
Branch Locations
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Investments | Boston | MA | 01/2017 | 07/2017 |
| Suffolk University | Boston | MA | 09/2015 | 05/2017 |
| Longboard Asset Management, Lp | Phoenix | AZ | 03/2018 | 11/2019 |
| Unemployeed | Boston | MA | 08/2017 | 02/2018 |
| Algorithmic Investment Models, Llc | Boston | MA | 02/2020 | 01/2026 |
| Unemployed | Abington | MA | 11/2019 | 01/2020 |
| Ceros Financial Services, Inc. | Rockville | MD | 02/2021 | 06/2024 |
| Sleepbox, Inc. | Boston | MA | 01/2017 | 04/2017 |
| Zacks Investment Management | Chicago | IL | 02/2026 | 03/2026 |
| Envestnet Asset Management, Inc. | Berwyn | PA | 04/2026 | Present |
Limited Partner in Algorithmic Research and Trading - Former employer, no involvement in business decisions but collect quarterly distributions due to equity in company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
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