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48 Wall St 11Th Flr, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-08-31 |
Branch Locations
48 Wall Street 11 Th Floor, New York, NY 10005 • United States
300 Barr Harbor Drive Suite 138, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Grace | New York | NY | 05/2005 | Present |
| Christenson Investment Partners | Conshohocken | PA | 05/2005 | Present |
I AM ASSOCIATED WITH ANOTHER INVESTMENT-RELATED BUSINESS CALLED CHRISTENSON INVESTMENT PARTNERS LOCATED AT 300 BARR HARBOR DRIVE, SUITE 138, CONSHOHOCKEN, PA 19428. THIS BUSINESS FORMERLY PROVIDED THIRD-PARTY MARKETING SOLICITATION SERVICES FOR INSTITUTIONAL INVESTMENT MANAGERS. I HAVE BEEN SENIOR VICE PRESIDENT OF THIS BUSINESS SINCE MAY 2, 2005, AND HAVE MINIMAL COMMUNICATION WITH ONE REMAINING INSTITUTIONAL REGISTERED INVESTMENT ADVISER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-08 |
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