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364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| FL | RA | APPROVED | 2025-02-10 |
Branch Locations
364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cowen And Company, Llc | Ny | NY | 01/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2017 | 07/2019 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 07/2019 |
| Cayside Partners | Jupiter | FL | 07/2019 | Present |
Cayside Asset Management, LLC - POSITION: Managing Member Nature of the other business: Find projects to invest in that produce revenue or value INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 10% of work hours per month SECURITIES TRADING HOURS: 0 START DATE: 10/2023 ADDRESS: 364 Cypress Drive, Suite 202, Jupiter, FL 33469 DESCRIPTION: Invest in various types of projects that produce value
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-25 |
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