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New Hope, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A Means Consulting | Farmington | CT | 11/2014 | Present |
| Select Alternative Investments | Farmington | CT | 10/2015 | 11/2016 |
| Select Alternative Investments Llc | New Hope | PA | 11/2017 | Present |
I am a sole-proprietor providing business management services to non-for-profit organizations. My title is principal/owner and my office is located at 114 Tunxis Village, Farmington, CT 06032. I do not have any current clients although at certain periods during the year I have been occupied 40 hours a week on assignments, none of which are investment-related. The services I provide are bookkeeping, strategic planning, board management, meeting design, communications and marketing and member recruitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
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