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99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-21 |
Branch Locations
99 Hudson Street, 17Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2017 | 04/2022 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2013 | 04/2017 |
| Unemployed | East Walpole | MA | 05/2017 | 09/2017 |
| Perigon Wealth Management | New York | NY | 04/2022 | 05/2025 |
| Ethic | New York | NY | 05/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 1)NAME OF BUSINESS: Full agent for fathers account INVESTMENT-RELATED: ADDRESS: Philadelphia, PA START DATE: 12/2017 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-31 |
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