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Ann Arbor, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milieu Personal Finance Llc | Ann Arbor | MI | 03/2024 | Present |
| Dewpoint Therapeutics | Boston | MA | 08/2021 | 08/2024 |
| Senda Biosciences | Cambridge | MA | 08/2019 | 08/2021 |
| Choate, Hall & Stewart | Boston | MA | 07/2017 | 08/2019 |
| Massachusetts Institute Of Technology | Cambridge | MA | 08/2012 | 06/2017 |
| University Of Michigan | Ann Arbor | MI | 08/2024 | Present |
Surin Mong is currently employed as an Associate Director of Licensing at the University of Michigan (1600 Huron Pkwy, 2nd Floor, Building 520, Ann Arbor, MI 48109-2590). This employment began in August, 2024. This business is not investment-related. His role at the University of Michigan entails the developing, protecting, and licensing of academic innovation. Surin devotes approximately 160 hours per month to the University of Michigan and this activity accounts for approximately 70% of their time during trading hours. This may create a potential conflict of interest in that Surin may dedicate certain hours of trading time to this outside business activity. This conflict is mitigated as Milieu Personal Finance's investment strategy does not involve daily active trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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