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300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-31 |
| MA | RA | APPROVED | 2020-11-17 |
| FL | RA | APPROVED | 2020-10-21 |
Branch Locations
300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
100 Grandview Road Ste. 404, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fas Corp. | Leawood | KS | 01/2011 | 09/2019 |
| Westport Strategies Llc | Braintree | MA | 01/2011 | Present |
1. South of Boston, LLC (formerly Westport Strategies, LLC); 100 Grandview Road, #404, Braintree, MA 02184; South of Boston, LLC is not actively providing any business services. It is an active entity only to manage the receipt of payments and member distributions that resulted from the Asset Purchase Agreement for Westport Strategies finalized August 30, 2019; Member as of 1/2011. 2. May perform various activities for CapAcuity Consulting LLC or CapAcuity LLC which is affiliated by common ownership with CapAcuity Securities Inc. Hours and responsibilities may vary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
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