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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-06 |
Branch Locations
One Greenwich Office Park, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman | New York | NY | 01/2018 | 07/2018 |
| University Of Connecticut | Storrs | CT | 09/2013 | 05/2017 |
| Omega Engineering | Norwalk | CT | 05/2017 | 08/2017 |
| Unemployed | Greenwich | CT | 08/2017 | 01/2018 |
| Ameriprise Financial Services, Inc. | Greenwich | CT | 08/2018 | 05/2019 |
| Quasar Distributors, Llc | Greenwich | CT | 04/2021 | 10/2021 |
| Northcoast Asset Management | Greenwich | CT | 04/2021 | 10/2021 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Greenwich | CT | 06/2024 | Present |
| Compass Inc/Self Employed | Stamford | CT | 05/2019 | Present |
Name of business: Compass, Inc Investment related? No Address of business: 69 Broad St Stamford CT 06901 Nature of business: real estate Position: Licensed real estate salesperson Start date: 05/15/2019 Approx # of hours/month devoted: 8-12 hours # of hours during security trading hours: 0 hours Briefly describe duties: I engage in part-time, self-employed real estate agent activities in the state of Connecticut. This for personal use only. I do NOT solicit new business or clients. In the state of CT, Real Estate Salesperson license is required to be active/valid license to be held with real estate brokerage/company to obtain for MLS access.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
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