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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 | 2026-02-13 |
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 |
|---|---|---|---|---|
| Cary Street Partners | Charlottesville | VA | 09/2023 | 07/2024 |
| Yorktown High School | Arlington | VA | 02/2016 | 08/2019 |
| Wake Forest University | Winston-Salem | NC | 08/2019 | 05/2023 |
| Unemployed | Arlington | VA | 05/2023 | 08/2023 |
| Alliancebernstein | New York | NY | 07/2024 | 06/2025 |
| Bbr Partners | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
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