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250 1St Avenue, Suite 101, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-18 |
Branch Locations
Washington, DC • United States
250 1St Avenue, Suite 101, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princeton University | Princeton | NJ | 08/2015 | 06/2019 |
| Unemployed | Washington | DC | 06/2019 | 07/2019 |
| Noom Inc | Washington | DC | 07/2019 | 03/2022 |
| University Of Texas Southwestern Medical School | Dallas | TX | 07/2020 | 05/2024 |
| The Baha Financial Group | The Woodlands | TX | 03/2023 | 10/2023 |
| Good Vida Group, Llc | Austin | TX | 04/2022 | Present |
| Medstar Health | Washington | DC | 06/2024 | Present |
| Beaumont Financial Advisors, Llc | Needham | MA | 07/2025 | Present |
Co-Founder and CEO of Good Vida Group, LLC, since April 2022, which is located at 5900 Balcones Dr Ste 4000, Austin TX 78731. This company is not investment related as they sell a dietary supplement powdered drink mix. He spends approximately 10 hours per week on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
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