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1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-05-03 |
| IL | RA | APPROVED | 2015-09-28 |
| FL | RA | APPROVED | 2015-09-22 |
| NJ | RA | APPROVED | 2015-09-16 |
| CA | RA | APPROVED | 2015-09-14 |
| CT | RA | APPROVED | 2015-08-12 |
Branch Locations
1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States
Laguna Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Lake Trading Company, Inc. | Irvine | CA | 08/2004 | Present |
| Vision Investment Advisors, Llc | Irvine | CA | 07/2015 | Present |
| Jlc Futures Management Company Llc | Stamford | CT | 08/2009 | 04/2018 |
| Luke Asset Management Partners Llc | Irvine | CA | 08/2016 | 07/2018 |
1. Three Lakes Trading Company, Inc is located 4 Venture, Suite 305 Irvine, CA 92618. Investment Related. Start Date: 8/2004. Three Lakes Trading Company, Inc is an IB guaranteed by AMD Investor Services Inc. Mr. Boshnack is the president and manages all activities of the business. He spends 125 hours working per month; 75 hours working during trading hours. 2. HedgeRock Capital Inc., DBA Irvine Lending Company is located at 4 Venture, Suite 305 Irvine, CA 92618. Not Investment related. Start Date: 12/2018. HedgeRock Capital Inc. is a commercial real estate finance company involved in brokering of CRE refinance and construction loans. Mr. Boshnack is the CEO/President. He spends 100 hours working per month; 40 hours working during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-12 |
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
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