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Pound Ridge, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-27 |
| NY | RA | APPROVED | 2022-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Capital Exchange | Jacksonville Beach | FL | 03/2015 | Present |
| Carpe Diem Partners, Llc | New York | NY | 10/2011 | 11/2016 |
| Great Point Capital, Llc | Chicago | IL | 01/2017 | 01/2020 |
| Acanto, Llc | Jacksonville Beach | FL | 04/2017 | Present |
3/2021; ProCapital Consulting LLC, Jacksonville Beach, FL; Sole Proprietor; 10 hours/week; Business development consulting for start ups and operating companies; Not investment related. 4/2017; Acanto, LLC, Jacksonville Beach, FL; Sole Proprietor; 20 hours/week; NY and FL Registered Investment Advisory firm with custody relationships with SCHWAB and IBKR. <$20mm AUM 17 HNW clients. I am the Sole Principal and Have one independent REP whois in NY. I use systematic methods to select ETFs and US Large Cap stocks with a focus on avoiding drawdown. We USe ETFs and active management to reach our clients goals ; Investment related. 5/2024; Weild & Co., Inc.; New York, NY; Independent Contractor; Approximately 15 hours/month; Primarily focused on the consulting, appraisal, valuation and placement of carbon offsets to both issuers of carbon credits and purchasers of carbon credits; Not investment related. Peter Lusk is the Registered Representative at Weild & Co.; Is the business investment related: Yes; Location of the business: 230 Park Avenue, 3rd & 4th Floors New York NY 10169; Description of the business: A Broker Dealer. Weild & Co. is the first major bracket decentralized investment bank, bringing together banking and financial professionals from any location; Position Title: Registered Representative; Responsibilities Duties: Registered Representative; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
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