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388 W. Pothouse Road Suite A, Phoenixville, PA 19460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-06-09 |
| PA | RA | APPROVED | 2007-09-17 |
Branch Locations
388 W. Pothouse Road, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnstone Partners, Lp | Phoenixville | PA | 06/2002 | Present |
I AM 99% LIMITED PARTNER IN BARNSTONE PARTNERS L.P. - A REAL ESTATE PARTNERSHIP FORMED TO HOLD THE PROPERTY IN PA. ( 388 W.POTHOUSE RD., PHOENIXVILLE, PA. 19460). IT IS NOT INVESTMENT RELATED AND WAS FORMED PRIMARILY TO OPTIMIZE THE TREATMENT OF TAX AND LIABILITY ISSUES ASSOCIATED WITH HOLDING COMMERCIAL PROPERTY. I MAKE THE MAJOR MANAGEMENT DECISIONS ASSOCIATED WITH THE PROPERTY BUT THE TIME DEVOTED TO THIS VENTURE IS MINIMAL ( 5 HOURS/MONTH). I HAVE BEEN INVOLVED IN THIS CAPACITY SINCE THE START OF THE ENTITY IN JUNE OF 2002. I also own 60% of 1824 Preservation Inc. which is a corporation formed for the sole purpose of owning the remaining 1% of Barnstone Partners. All the same facts pertain to this holding as to Barnstone Partners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
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