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Ridgefield, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-18 |
| CT | RA | APPROVED | 2017-10-12 |
Branch Locations
Ridgefield, CT • United States
Newtown, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonfund Asset Management Co., Inc. | Wilton | CT | 01/2005 | 10/2017 |
| Purkiss Capital Advisors, Llc | Ridgefield | CT | 10/2017 | Present |
NAME OF OBA: NEWTOWN PENSION COMMITTEE; ADDRESS OF OBA: NEWTOWN, CT; NATURE: INVESTMENT COMMITTEE CHAIR; INVESTMENT RELATED: YES; TITLE WITH OBA: INVESTMENT COMMITTEE CHAIR; DUTIES (BRIEF DESCRIPTION): COMMITTEE MEMBER - THE INVESTMENT MANAGEMENT IS OUTSOURCED TO FIDUCIENT ADVISORS (PLAN CONSULTANT). MONTHLY MEETING REVIEW, BENEFIT PAYMENTS, ASSET ALLOCATION, MANAGER PERFORMANCE, ETC.; START DATE: 1/1/2021; APPROX. NUMBER OF HOURS/MONTH: 2-3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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