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55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
| NY | RA | APPROVED | 2024-07-17 |
Branch Locations
55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells College In Florence | Florence | 09/2016 | 12/2016 | |
| Bny Mellon | New York | NY | 06/2017 | 08/2017 |
| Washington And Lee University | Lexington | VA | 09/2014 | 05/2018 |
| Csm Capital Corporation | New York | NY | 06/2018 | 05/2024 |
| Bbr Partners, Llc | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-17 |
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