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205 Hudson Street 7Th Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Golf Club | Hingham | MA | 06/2016 | 10/2016 |
| Natixis Global Asset Management | Boston | MA | 11/2016 | 05/2020 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2021 | 11/2021 |
| Old Memorial Golf Club | Tampa | FL | 05/2020 | 09/2021 |
| Alps Distributors, Inc. | Denver | CO | 11/2021 | 11/2022 |
| Valkyrie Funds, Llc | Nashville | TN | 11/2021 | 11/2022 |
| Foreside Fund Services, Llc | Phoenix | AZ | 01/2023 | 03/2023 |
| Idx Advisors, Llc | Phoenix | AZ | 12/2022 | 03/2023 |
| Self Employed | Manchester | NH | 03/2023 | 07/2024 |
| Bitgo | New York | NY | 07/2024 | 07/2025 |
| Eaglebrook Advisors, Llc | Bethesda | MD | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-01 |
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