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Westport, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed--Real Estate Investment & Management | Fairfield | CT | 07/2011 | Present |
I am currently involved in the operations/management of five investment real estate properties, four of which are held in the name of my wife and me. The mailing address for management of these properties is P.O. Box 334, Fairfield, CT, 06824. One property is held by 90-92 Garden Drive LLC, of which I am President and a 50% shareholder. The mailing address for 90-92 Garden Drive LLC is 606 Post Rd East, #676, Westport, CT 06880. Work on the operations/management of these investment properties generally takes between 20-40 hours a month, some of which may be outside of securities trading hours. Current duties include accounting, compliance, tax preparation and filings, tenant management, property management, and other general management. I have owned/operated investment real estate intermittently since 2002.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-12 |
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