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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Springfield,, VA • United States
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Alexandria | VA | 01/2024 | Present |
| Bain & Company | Washington D.C. | DC | 05/2021 | 01/2024 |
| Yale University | New Haven | CT | 06/2016 | 05/2021 |
| Yale University | New Haven | CT | 09/2017 | 09/2019 |
| Planet Fitness | New Haven | CT | 05/2018 | 02/2020 |
| Plexus | Springfield | VA | 02/2018 | Present |
| Yale University | New Haven | CT | 05/2019 | 06/2021 |
| Bain & Company | New York City | NY | 08/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107255|OrgNmn:BAJA Group LLC|Org Addr:Crozet,Virginia,US|OBA Nature:Invests in and manages long-te|Invst Rel:Y|Title:member|Duties:My primary role is as an investor - providing funds for the purchase. However, I will also be involved in approving property purchases and pro|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-106192|OrgNmn:Plexus|Org Addr:6617 Grey ,Virginia,US|OBA Nature:Nutrition and supplements prov|Invst Rel:N|Title:Independent Contractor|Duties:I personally do next to nothing for this business but my wife will periodically source new clients that may go into my account. This is a most|StrtDt:01-29-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-106190|OrgNmn:Consulting interview prep|Org Addr:springfiel,Virginia,US|OBA Nature:Provide coaching for individua|Invst Rel:N|Title:Independent Contractor|Duties:The work is ad-hoc and I am able to control my schedule / hours. Typically, I only do a couple of hours of coaching every month. Each coaching|StrtDt:01-29-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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