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5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
Branch Locations
5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sawgrass Asset Management, Llc | Jacksonville Beach | FL | 08/2007 | Present |
1) I SERVE ON THE BOARD OF DIRECTORS FOR CB FARMS, LLC SINCE JULY OF 2005. THIS IS A FAMILY FARM WITH A PRIMARY BUSINESS IN THE PRODUCTION OF EGGS AND EGG PRODUCTS LOCATED IN ATWOOD, INDIANA. I ATTEND A QUARTERLY BOARD MEETINGS THAT TAKES ROUGHLY 5 HOURS PER QUARTER. AS A BOARD MEMBER, I AM THE PRIMARY PERSON DRIVING INVESTMENT POLICIES, INVESTMENT OVERSIGHT AND FINANCIAL INVESTMENT DECISIONS WITHIN CB FINANCE, LLC. MY OWNERSHIP OF THE BUSINESS IS LESS THAN 1%. IN ADDITION, I AM A MAJOR CONTRIBUTOR TO THE GUIDANCE AND DIRECTION OF THE BUSINESS AS A KEY MEMBER OF THE BOARD. 2) HUME FOUNDATION | NON INVESTMENT-RELATED | WINTER PARK, FL | FOUNDATION | CEO & TRUSTEE | FEBRUARY 7, 2023 | ____ HRS/MO | ____ HRS/MO DURING SECURITIES TRADING HOURS | I AM THE PRIMARY DECISION MAKER FOR HOW THE ASSETS OF THIS $125 MILLION FOUNDATION ARE BEING MANAGED. IN ADDITION, I AM IDENTIFYING GRANT RECIPIENTS, WIRING MONEY TO RECIPIENTS, RUNNING THE BUSINESS OF THE FOUNDATION, INCLUDING FILING TAXES AND ALL OTHER GOVERNMENT REPORTING.
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