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55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-11 |
Branch Locations
55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 09/2014 | 05/2018 |
| People's United Insurance Agency | Bridgeport | CT | 06/2017 | 08/2017 |
| Axa Advisors, Llc. | New York | NY | 10/2018 | 01/2019 |
| Factset | New York | NY | 02/2019 | 10/2021 |
| Bbr Partners | New York | NY | 11/2021 | Present |
| Unemployed | New York | NY | 06/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-11 |
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
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