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812 Fremont Ave. Suite 101, South Pasadena, CA 91030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| WA | RA | APPROVED | 2024-11-20 |
Branch Locations
812 Fremont Ave. Suite 101, South Pasadena, CA 91030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dale Investment Company | Bloomfield | MI | 06/2006 | Present |
| Newbury Capital Management, Llc | Pasadena | CA | 02/2019 | Present |
1) Brighton Mall Partners; Real Estate Related; Brighton, MI; Managing a mall that I am a partner in; Assistant Manager/Partner; June 2006; 40 hrs/month; 10 hrs/month; Assisting the manager with tenant and contractor related issues, involved in overseeing renovation and repair work, limited involvement with lease negotiations; 2)Prospect Hill Group; Real Estate Related; Brighton, MI; Managing a mall that I am a partner in; Assistant Manager/Partner; June 2006; 24 hrs/month; 6 hrs/month; Assisting the manager with tenant and contractor related issues, involved in overseeing renovation and repair work, limited involvement with lease negotiations; 2)Grand River Associates; Real Estate Related; Milford, MI; Managing a mall that I am a partner in; Assistant Manager/Partner; June 2006; 16 hrs/month; 4 hrs/month; Assisting the manager with tenant and contractor related issues, involved in overseeing renovation and repair work, limited involvement with lease negotiations;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-17 |
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