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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
| NY | RA | APPROVED | 2024-09-30 |
Branch Locations
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
Glen Head, NY • United States
320 Park Ave 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Glen Head | NY | 06/2024 | Present |
| Millennium Management | New York | NY | 08/2016 | 08/2021 |
| Exoduspoint Capital Management | New York | NY | 08/2021 | 11/2022 |
| Self-Employed | Glen Head | NY | 11/2022 | 03/2023 |
| Graham Capital Management | Rowayton | CT | 03/2023 | 06/2024 |
All three of these Golden Bell investments are passive real estate investments where I own a relatively small percentage of the LP. In each case, the LP owns an asset (a MF condo or retail shopping center). I think I am sub-10% ownership of all three or close to that if not lower. I have no control over the entities. Golden Bell North Alabama- Since 02/2016, Personal/Private Investment (total investment 100k) 20 Valentines Lane, Glen Head, NY, 11545 Golden Bell CBD Montgomery- Since 07/2014, Personal/Private Investment (total investment 100k) 20 Valentines Lane, Glen Head, NY, 11545 Golden Bell GB Gaffney- Since 10/2015, Personal/Private Investment (total investment 100k) 20 Valentines Lane, Glen Head, NY, 11968
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-28 |
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