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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-27 |
| NY | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterment | New York | NY | 03/2022 | Present |
| Catholic Charities Of Ne Kansas | Kansas City | KS | 09/2021 | 03/2022 |
| Stepp And Rothwell | Overland Park | KS | 05/2021 | 08/2021 |
| Office For Financial Success (University Of Missouri) | Columbia | MO | 04/2019 | 05/2021 |
| University Of Missouri - Columbia | Columbia | MO | 01/2019 | 05/2021 |
| Pumpkin Place Daycare | Morton | IL | 08/2018 | 12/2018 |
| Morton Public Pool | Morton | IL | 05/2018 | 08/2018 |
| International Office At Illinois Central College | East Peoria | IL | 01/2018 | 05/2018 |
| Illinois Central College | East Peoria | IL | 05/2017 | 01/2019 |
| Morton High School | Morton | IL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-06 |
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