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520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies Llc | New York | NY | 11/2024 | Present |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2016 | 05/2020 |
| Wake Forest University | Winston-Salem | NC | 07/2020 | 05/2021 |
| Capco | New York | NY | 06/2023 | 11/2024 |
| Ernst & Young | Hoboken | NJ | 03/2022 | 06/2023 |
| Rsm | Mclean | VA | 07/2021 | 03/2022 |
| Lowe's | Gainsville | FL | 02/2021 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-11 |
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