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4500 Pga Blvd Suite 304B, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-16 |
| FL | RA | APPROVED | 2021-03-03 |
Branch Locations
4500 Pga Blvd Suite 304B, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grey Rhodes Advisors, Llc | Palm Beach Gardens | FL | 09/2020 | Present |
| Grey Value Management, Llc | Palm Beach Gardens | FL | 02/2010 | Present |
| Grey Investment Management, Llc | Palm Beach Gardens | FL | 11/2014 | Present |
(1)Grey Value Management, LLC, Jupiter, Florida. Investment-related. Steven R. Grey is Founder and Managing Principal; a privately-held investment entity that oversees the Grey Value Opportunity Fund. Mr. Grey's duties involve managing the Grey Value Opportunity Fund. Mr. Grey devotes approximately 70 hours per week to his business. (2)Grey Investment Management, LLC, Jupiter, Florida. Investment-related. Steven R. Grey is the Founder and Managing Principal. This firm is the investment manager and general partner of the Grey Value Opportunity Fund. Mr. Grey devotes approximately 70 hours per week to these two businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-26 |
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