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2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tortoise Investment Management, Llc | White Plains | NY | 07/2023 | Present |
| Williams College | Williamstown | MA | 09/2019 | 06/2023 |
| Y-Landing Marina | Meredith | NH | 06/2019 | 08/2021 |
| Cantin Chevrolet | Laconia | NH | 05/2020 | 08/2021 |
| Williams College | Williamstown | MA | 09/2021 | 12/2022 |
| Tortoise Investment Management, Llc | White Plains | NY | 06/2022 | 08/2022 |
| Holderness School | Plymouth | NH | 07/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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