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152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-07 |
Branch Locations
152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lansdale | PA | 07/2014 | 09/2019 |
| Haverford College | Haverford | PA | 09/2019 | 06/2023 |
| Villanova University | Villanova | PA | 06/2023 | 07/2024 |
| Melius Research | New York | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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