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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Investment Advisers, Inc | Hartford | CT | 07/2017 | 10/2019 |
| Comcast Business | Seymour | CT | 07/2016 | 05/2017 |
| Vp Distributors Llc | Hartford | CT | 07/2017 | 10/2019 |
| Pacer Financial, Inc. | Malvern | PA | 11/2019 | 09/2020 |
| Pacer Advisors, Inc. | Malvern | PA | 11/2019 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Malibu | CA | 02/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Malibu | CA | 02/2021 | 09/2021 |
| Pacer Etfs | Malvern | PA | 11/2019 | 09/2020 |
| Unemployed | Danbury | CT | 06/2017 | 06/2017 |
| Unemployed | Calabasas | CA | 10/2020 | 01/2021 |
| Virtus Investment Partners | Hartford | CT | 07/2017 | 10/2019 |
| Invesco | Atlanta | GA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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