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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
1 Post Office Square, Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 11/2017 | 06/2018 |
| The Sports Family, Llc | Durham | NH | 04/2017 | 10/2017 |
| Coleman Research Group | Boston | MA | 11/2016 | 04/2017 |
| Jobspring Partners | Boston | MA | 09/2016 | 10/2016 |
| Unemployed | N/A | NH | 08/2015 | 09/2016 |
| Socius Family Office, Llc | Fort Lauderdale | FL | 06/2018 | 03/2019 |
| Cornell University Football | Ithaca | NY | 05/2019 | 01/2020 |
| Ohio State University Football | Columbus | OH | 01/2020 | 09/2021 |
| Socius Family Office, Llc | Boston | MA | 10/2021 | 02/2023 |
| Socius Family Office, Llc | Boston | MA | 02/2023 | 08/2024 |
| Corient | Boston | MA | 06/2024 | Present |
| Corient Services Llc | Miami | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-07 |
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