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100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-23 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 05/2023 | Present |
| Vise | New York | NY | 11/2021 | 04/2023 |
| Bessemer Trust Company | New York | NY | 06/2018 | 10/2021 |
| University Of Florida | Gainesville | FL | 06/2017 | 06/2018 |
| Penn State University | State College | PA | 08/2013 | 12/2016 |
| Unemployed (Applying For Masters Graduate Programs) | Jensen Beach | FL | 01/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
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