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Dorado, PR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2018-07-16 |
| IA | RA | APPROVED | 2016-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insultec Inc. | Fairfield | IA | 07/1987 | Present |
| Ellevity Capital, Llc | Fairfield | IA | 06/2016 | Present |
Insultec Inc. 508 North 2nd Street, Fairfield, IA not investment related. Industrial Insulation. Chairman. Start Date 07/1987 Approx 100 hours per month. 4 hours per day during securities trading hours. Duties are oversight of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
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