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623 Morris Avenue, Springfield, NJ 07081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-26 |
| CA | RA | APPROVED | 2015-06-30 |
Branch Locations
623 Morris Avenue, Springfield, NJ 07081 • United States
205 Pier Ave Suite 104, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgewood Investments | Hermosa Beach | CA | 08/2012 | Present |
Terry serves as President and majority owner of Dividend Research and Management Inc, which was created in October 2024 as a holding tank company to pay employees and share administrative costs with Ridgewood Investments, LLC. Terry serves as trustee for several entities for a family member. Additionally, he serves as Manager for one of the entities. The entity he manages is a bank account for the purchase of a property and not investment related. Terry serves as Manager for 1808 The Strand LLC and 1812 The Strand LLC. These were formed to hold properties related to the LLCs where he serves as a Trustee. He does not receive compensation for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-21 |
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