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477 Madison Avenue Suite 720, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-06 |
Branch Locations
477 Madison Avenue Suite 720, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas, Austin | Austin | TX | 08/2015 | 05/2017 |
| Unemployed | San Diego | CA | 05/2017 | 09/2017 |
| Gurtin Fixed Income Mgt Llc Dba Gurtin Municipal Bond Mgt | Solana Beach | CA | 09/2017 | 04/2022 |
| Foreside Fund Services, Llc | Solana Beach | CA | 06/2018 | 12/2018 |
| Pimco Investments Llc | Solana Beach | CA | 01/2019 | 10/2023 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 01/2021 | 10/2023 |
| Fiera Capital Inc. | San Diego | CA | 10/2023 | Present |
| Foreside Fund Services, Llc | San Diego | CA | 11/2023 | Present |
Fiera Capital; Investment Related; San Diego, CA; Started 10/2023; Senior Principal; Educating financial intermediaries on the strategies and services of the firm; 160 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-02-02 |
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