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1290 Avenue Of The Americas, New York, NY 10104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-03 |
Branch Locations
1290 Avenue Of The Americas, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 07/2017 | 06/2019 |
| Stanford University | Stanford | CA | 09/2013 | 06/2017 |
| Mainsail Partners | San Francisco | CA | 07/2019 | 04/2022 |
| Morgan Stanley | New York | NY | 11/2024 | 06/2025 |
| Neuberger Berman | New York | NY | 12/2025 | Present |
| Unemployed | New York | NY | 07/2025 | 11/2025 |
| Full-Time Student: Wharton School - University Of Pennsylvania | Philadelphia | PA | 08/2022 | 05/2024 |
| Unemployed | New York | NY | 05/2022 | 07/2022 |
| Unemployed | New York | NY | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
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