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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-28 |
| DE | RA | APPROVED | 2023-08-24 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
980 North Federal Hwy Suite 110, Boca Raton, FL 33432-2704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Rock Capital, Llc | Rehoboth Beach | DE | 03/2016 | 08/2023 |
| Bryn Mawr Capital Management, Llc | Boca Raton | FL | 08/2023 | Present |
1. Registered Florida Real Estate Associate; Hold Real Estate Associate license since 2011, registered with the Department of Business and Professional Regulation. Approximately 10 hour per month (or less). Not actively looking for clients or advertising activities, other than using real estate license for personal transactions and rental management for self and long-time real estate clients. 2. Cirrus Enterprises LLC. Holding company for family-operated business engaged in Aviation parts dealing. 1490 SE 15th ST. Fort Lauderdale, FL, 33316. Non-Investment Related Approximately 20 hours per month or less. No specific duties; Managing Member for legal purposes, and Agent of the company in sporadic ocassions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-11 |
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