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Act Two Investors LLC CRD 294046
$647M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Santa Cruz, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-08 |
| TX | RA | APPROVED | 2022-11-08 |
Branch Locations
Santa Cruz, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Act Two Investors Llc | Santa Cruz | CA | 04/2020 | Present |
| Self Employed - Dba Quartermaster Consulting Services | Morristown | NJ | 01/2019 | 03/2020 |
| Macro Consulting Group | Parsippany | NJ | 08/2014 | 12/2018 |
Self Employed DBA - Quartermaster Consulting Services 606 Post Road East Ste 3 PMB 657 Westport, CT 06880 Provide operational consulting services to Registered Investment Advisory firms Title/role: Consultant Typical services - review firm's operational procedures and practices, identify deviations from stated procedures and/or inefficiencies and offer recommendations. Currently, Act Two is my primary client. No hours are dedicated to other clients during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-05 |
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