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Eastsound, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-30 |
| MA | RA | APPROVED | 2020-09-08 |
| TX | RA | APPROVED | 2017-10-27 |
| LA | RA | APPROVED | 2017-07-17 |
| WA | RA | APPROVED | 2012-03-16 |
Branch Locations
Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastsound Capital Advisors, Llc | Eastsound | WA | 12/2011 | Present |
| Maple Park Management, Llc | Eastsound | WA | 10/2006 | Present |
| Jeff & Jennifer Pietsch D.B.A. Orcas Moon Alpacas | Eastsound | WA | 03/2009 | Present |
| Concert Capital Management, Inc. | San Jose | CA | 01/2014 | 03/2017 |
| Concert Wealth Management, Inc. | San Jose | CA | 03/2014 | 03/2017 |
| Numetrix Capital, Llp | Eastsound | WA | 02/2014 | 02/2022 |
| Heritage Capital Advisors | Arvada | CO | 04/2021 | Present |
Jeff Pietsch is the sole owner of Maple Park Management, LLC, which provides noninvestment related consulting services. It comprised less than 10% of Mr. Pietsch's income last year. Mr. Pietsch spends 2 hours or less per week on these activities. Jeff and Jennifer Pietsch D.B.A. Orcas Moon Alpacas Farm (Sole Proprietors) is an active company related to alpaca and lamb product sales, co-owned by Mr. Pietsch. It comprised less than 10% of Mr. Pietsch's income last year. He spends 5 hours per week on these activities, generally after-market/business hours. Mr. Pietsch serves on a non-profit board in a non-officer position for Orcas Island Community Foundation. Mr. Pietsch spends 3 hours per month on this activity. Mr. Pietsch is dually registered with Heritage Capital Advisors, LLC, an unaffiliated and separately owned registered investment advisor (RIA). It comprises approximately one third of Mr. Pietsch's income last year. Mr. Pietsch spends 10 hours per week on this activity. Mr. Pietsch does not service any overlapping and/or retail clients of ECA at HCA. ECA and HCA conduct transaction reviews of Mr. Pietsch's trade activity for suitability and potential trade restrictions. Mr. Pietsch is subject to the Policies and Procedures and code of ethics of both firms. Mr. Pietsch earned a Juris Doctorate in 2002 from Northwestern University. He does not claim to be an active attorney, is not maintaining a practice, and does not devote any time to the profession
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