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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-15 |
| MA | RA | APPROVED | 2016-01-20 |
Branch Locations
225 Franklin Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3Edge Asset Management, Lp | Boston | MA | 10/2015 | Present |
RE PHILLIPS SYSTEMS INC. PRESIDENT / OWNER SINCE 5/1/2002 5 HOURS / WK 0 HOURS DURING TRADING HOURS RESPONSIBLE FOR SYSTEMS ARCHITECTURE AND DEPLOYMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-31 |
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