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Scotch Plains, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
| MN | RA | APPROVED | 2025-09-26 |
| NJ | RA | APPROVED | 2025-09-26 |
| NY | RA | APPROVED | 2021-10-06 |
| IL | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 07/2018 | 05/2019 |
| University Of Chicago Booth | Chicago | IL | 08/2016 | 05/2018 |
| Credit Suisse Securities (Usa) Llc | New York | NY | 06/2017 | 08/2017 |
| New Street Advisors Group Llc | Brooklyn | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-22 |
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