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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
| AZ | RA | APPROVED | 2019-08-26 |
Branch Locations
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Graham Capital Management, Lp | Norwalk | CT | 05/2006 | 10/2017 |
| Longboard Asset Management, Lp | Phoenix | AZ | 11/2017 | Present |
- Tevatan LLC is a non-investment related business. It is a boat tour company based in Southwest Florida. Approximately 2 hours a month; none of which during business hours. - OntheSalt.org, non-investment related business, a non-profit focused on supporting shellfish as a sustainable way to clean our waters. Board Member starting June 2024, 1 hour a quarter during business hours. - Raze Financial, 1621 Central Avenue Cheyenne, WY 82001; Non investment related, Advisor on business operations; Began 11/2023; 6 hours per month; not during business hours. - Hathaway Street LLC, 8 The Green, Dover, DE 19901; Non-investment related, Advisory and strategic planning, Owner, Started 9/1/204; 8 hours per month; not during business hours. - Restfully, Inc., 2810 N Church St, Wilmington, DE 19802; Non-investment related, Online drive strategy for brand building, Owner, Started 8/1/2025; 140 hours per month, 100 during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
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