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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomson Reuters Canada | Toronto | 02/2016 | 06/2017 | |
| Gluskin Sheff + Associates | Toronto | 06/2017 | 03/2018 | |
| Sylebra Capital Limited | Hong Kong | 01/2019 | 01/2020 | |
| Castle Peak Associates | Los Angeles | CA | 04/2021 | Present |
| Qwest Investment Fund Management Limited | Vancouver | 10/2021 | 12/2023 | |
| Sharpely Ai Wealth Advisors Llc | New York | NY | 06/2024 | Present |
| Unemployed | Vancouver | 02/2020 | 09/2021 | |
| Unemployed | Toronto | 04/2018 | 12/2018 |
I am an independent contractor for a consulting company that provides strategy, and project management to investment companies for their investment operations processes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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