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99 Park Avenue Floor 8, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-27 |
| NY | RA | APPROVED | 2026-07-27 |
Branch Locations
99 Park Avenue Floor 8, New York, NY 10016 • United States
Milford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenwich Advisory & Company | Milford | CT | 01/2024 | Present |
| Deloitte & Touche | Stamford | CT | 06/2022 | 01/2024 |
| Brown Brothers Harriman | New York | NY | 02/2022 | 05/2022 |
| New York University | New York | NY | 09/2018 | 05/2022 |
| Unemployed | Milford | CT | 05/2018 | 09/2018 |
| Joseph A. Foran High School | Milford | CT | 09/2014 | 05/2018 |
| Four Points Advisors | New York | NY | 07/2026 | Present |
(1) GREENWICH ADVISORY & COMPANY, MILFORD, CT; INVESTMENT RELATED; STARTED JANUARY 2024; ANALYST; RESEARCH, PITCH DECKS, FINANCIAL MODELING; DBA FOR SECURITIES BUSINESS WITH FPCP; 40 HOURS/WEEK DURING TRADING. (2) FOUR POINTS ADVISORS, NEW YORK, NY; INVESTMENT RELATED; STARTED JULY 2026; INVESTMENT ADVISOR REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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